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High Net Worth Advisory Group’s AdvanSix ASIX Stock Holding History

High Net Worth Advisory Group’s Portfolio ASIX Stock Details ASIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-61
Closed -$2K – 632
2022
Q3 		$2K Sell
61
-12
-16% -$432 ﹤0.01% 623
2022
Q2 		$2K Buy
73
+61
+508% +$2.72K ﹤0.01% 621
2022
Q1 		$1K Buy
+12
New +$535 ﹤0.01% 652

Other funds holding ASIX

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

High Net Worth Advisory Group's ASIX Position: Q4 2022 in Review

High Net Worth Advisory Group sold out of AdvanSix (ASIX) in Q4 2022, closing a stake of 61 shares — an estimated $2K sold.

High Net Worth Advisory Group first reported a position in ASIX in Q1 2022 and held it in 3 quarters. The position peaked at $2K in Q3 2022. 316 funds tracked by Wall St. Rank hold ASIX as of Q4 2022.

  • High Net Worth Advisory Group reported no remaining AdvanSix position as of Q4 2022 after selling out during the quarter.
  • High Net Worth Advisory Group sold 61 AdvanSix shares in Q4 2022, an estimated $2K.
  • High Net Worth Advisory Group first reported a position in AdvanSix in Q1 2022 and held it in 3 quarters.
  • High Net Worth Advisory Group's AdvanSix position peaked at $2K in Q3 2022.
  • 316 funds tracked by Wall St. Rank held AdvanSix as of Q4 2022.

Based on High Net Worth Advisory Group's 13F filing for Q4 2022, filed 14 Feb 2023.