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Lee Financial’s AdvanSix ASIX Stock Holding History

Lee Financial’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
2024
Q1 		– Sell
-8
Closed -$240 – 199
2023
Q4 		$240 Hold
8
– – ﹤0.01% 843
2023
Q3 		$249 Hold
8
– – ﹤0.01% 816
2023
Q2 		$280 Hold
8
– – ﹤0.01% 755
2023
Q1 		$307 Hold
8
– – ﹤0.01% 765
2022
Q4 		$304 Hold
8
– – ﹤0.01% 857
2022
Q3 		$0 Sell
8
-50
-86% -$1.8K ﹤0.01% 824
2022
Q2 		$2K Hold
58
– – ﹤0.01% 663
2022
Q1 		$3K Hold
58
– – ﹤0.01% 557
2021
Q4 		$3K Hold
58
– – ﹤0.01% 653
2021
Q3 		$2K Buy
58
+50
+625% +$1.72K ﹤0.01% 586
2021
Q2 		$0 Hold
8
– – ﹤0.01% 666
2021
Q1 		$0 Buy
+8
New +$204 ﹤0.01% 485
2017
Q1 		– Sell
-10
Closed – – 405
2016
Q4 		$0 Buy
+10
New +$180 ﹤0.01% 418

Other funds holding ASIX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lee Financial's ASIX Position: Q1 2024 in Review

Lee Financial sold out of AdvanSix (ASIX) in Q1 2024, closing a stake of 8 shares — an estimated $240 sold.

Lee Financial first reported a position in ASIX in Q4 2016 and held it in 13 quarters. The position peaked at $3K in Q1 2022. 272 funds tracked by Wall St. Rank hold ASIX as of Q1 2024.

  • Lee Financial reported no remaining AdvanSix position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 8 AdvanSix shares in Q1 2024, an estimated $240.
  • Lee Financial first reported a position in AdvanSix in Q4 2016 and held it in 13 quarters.
  • Lee Financial's AdvanSix position peaked at $3K in Q1 2022.
  • 272 funds tracked by Wall St. Rank held AdvanSix as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.