JFS Wealth Advisors’s AdvanSix ASIX Stock Holding History

JFS Wealth Advisors’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
2023 Q4	–	Sell	-4	Closed	-$125	–	1997
2023 Q3	$125	Hold	4	–	–	﹤0.01%	1897
2023 Q2	$140	Hold	4	–	–	﹤0.01%	1906
2023 Q1	$154	Sell	4 -263	-99%	-$10.5K	﹤0.01%	1853
2022 Q4	$10.2K	Hold	267	–	–	﹤0.01%	707
2022 Q3	$9K	Hold	267	–	–	﹤0.01%	750
2022 Q2	$9K	Hold	267	–	–	﹤0.01%	781
2022 Q1	$14K	Hold	267	–	–	﹤0.01%	684
2021 Q4	$13K	Hold	267	–	–	﹤0.01%	641
2021 Q3	$11K	Buy	267 +263	+6,575%	+$9.04K	﹤0.01%	622
2021 Q2	$0	Hold	4	–	–	﹤0.01%	597
2021 Q1	$0	Hold	4	–	–	﹤0.01%	588
2020 Q4	$0	Hold	4	–	–	﹤0.01%	573
2020 Q3	$0	Sell	4 -8	-67%	-$100	﹤0.01%	555
2020 Q2	$0	Buy	12 +8	+200%	+$93	﹤0.01%	524
2020 Q1	$0	Hold	4	–	–	﹤0.01%	499
2019 Q4	$0	Sell	4 -7	-64%	-$153	﹤0.01%	514
2019 Q3	$0	Hold	11	–	–	﹤0.01%	518
2019 Q2	$0	Hold	11	–	–	﹤0.01%	459
2019 Q1	$0	Hold	11	–	–	﹤0.01%	460
2018 Q4	$0	Hold	11	–	–	﹤0.01%	454
2018 Q3	$0	Hold	11	–	–	﹤0.01%	523
2018 Q2	$0	Hold	11	–	–	﹤0.01%	463
2018 Q1	$0	Sell	11 -16	-59%	-$631	﹤0.01%	521
2017 Q4	$1K	Sell	27 -38	-58%	-$1.63K	﹤0.01%	499
2017 Q3	$3K	Buy	65 +37	+132%	+$1.25K	﹤0.01%	405
2017 Q2	$1K	Sell	28 -2	-7%	-$57	﹤0.01%	402
2017 Q1	$1K	Hold	30	–	–	﹤0.01%	421
2016 Q4	$1K	Buy	+30	New	+$539	﹤0.01%	421

Other funds holding ASIX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

JFS Wealth Advisors's ASIX Position: Q4 2023 in Review

JFS Wealth Advisors sold out of AdvanSix (ASIX) in Q4 2023, closing a stake of 4 shares — an estimated $125 sold.

JFS Wealth Advisors first reported a position in ASIX in Q4 2016 and held it in 28 quarters. The position peaked at $14K in Q1 2022. 281 funds tracked by Wall St. Rank hold ASIX as of Q4 2023.

JFS Wealth Advisors reported no remaining AdvanSix position as of Q4 2023 after selling out during the quarter.
JFS Wealth Advisors sold 4 AdvanSix shares in Q4 2023, an estimated $125.
JFS Wealth Advisors first reported a position in AdvanSix in Q4 2016 and held it in 28 quarters.
JFS Wealth Advisors's AdvanSix position peaked at $14K in Q1 2022.
281 funds tracked by Wall St. Rank held AdvanSix as of Q4 2023.

Based on JFS Wealth Advisors's 13F filing for Q4 2023, filed 7 Feb 2024.