Lido Advisors’s AdvanSix ASIX Stock Holding History

Lido 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 Q3	–	Sell	-7,374	Closed	-$258K	–	1217
2023 Q2	$258K	Sell	7,374 -2,848	-28%	-$103K	﹤0.01%	1007
2023 Q1	$391K	Buy	+10,222	New	+$409K	﹤0.01%	782

Other funds holding ASIX

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

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

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

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

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

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lido Advisors's ASIX Position: Q3 2023 in Review

Lido Advisors sold out of AdvanSix (ASIX) in Q3 2023, closing a stake of 7,374 shares — an estimated $258K sold.

Lido Advisors first reported a position in ASIX in Q1 2023 and held it in 2 quarters. The position peaked at $391K in Q1 2023. 284 funds tracked by Wall St. Rank hold ASIX as of Q3 2023.

Lido Advisors reported no remaining AdvanSix position as of Q3 2023 after selling out during the quarter.
Lido Advisors sold 7,374 AdvanSix shares in Q3 2023, an estimated $258K.
Lido Advisors first reported a position in AdvanSix in Q1 2023 and held it in 2 quarters.
Lido Advisors's AdvanSix position peaked at $391K in Q1 2023.
284 funds tracked by Wall St. Rank held AdvanSix as of Q3 2023.

Based on Lido Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.