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Liberty Wealth Management’s AdvanSix ASIX Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-3
Closed – – 230
2021
Q3 		$0 Hold
3
– – ﹤0.01% 1168
2021
Q2 		$0 Buy
+3
New +$90 ﹤0.01% 1066
2021
Q1 		– Sell
-3
Closed – – 926
2020
Q4 		$0 Hold
3
– – ﹤0.01% 938
2020
Q3 		$0 Hold
3
– – ﹤0.01% 852
2020
Q2 		$0 Hold
3
– – ﹤0.01% 853
2020
Q1 		$0 Hold
3
– – ﹤0.01% 884
2019
Q4 		$0 Hold
3
– – ﹤0.01% 902
2019
Q3 		$0 Hold
3
– – ﹤0.01% 864
2019
Q2 		$0 Hold
3
– – ﹤0.01% 898
2019
Q1 		$0 Hold
3
– – ﹤0.01% 729
2018
Q4 		$0 Buy
+3
New +$83 ﹤0.01% 751

Other funds holding ASIX

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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
2L
22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Liberty Wealth Management's ASIX Position: Q4 2021 in Review

Liberty Wealth Management sold out of AdvanSix (ASIX) in Q4 2021, closing a stake of 3 shares.

Liberty Wealth Management first reported a position in ASIX in Q4 2018 and held it in 11 quarters. The position peaked at $0 in Q3 2021. 350 funds tracked by Wall St. Rank hold ASIX as of Q4 2021.

  • Liberty Wealth Management reported no remaining AdvanSix position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 3 AdvanSix shares in Q4 2021.
  • Liberty Wealth Management first reported a position in AdvanSix in Q4 2018 and held it in 11 quarters.
  • Liberty Wealth Management's AdvanSix position peaked at $0 in Q3 2021.
  • 350 funds tracked by Wall St. Rank held AdvanSix as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.