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MorganRosel Wealth Management’s AdvanSix ASIX Stock Holding History

MorganRosel 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
2025
Q3 		– Sell
-50
Closed -$1.19K – 124
2025
Q2 		$1.19K Buy
+50
New +$1.13K ﹤0.01% 329

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

MorganRosel Wealth Management's ASIX Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of AdvanSix (ASIX) in Q3 2025, closing a stake of 50 shares — an estimated $1.19K sold.

MorganRosel Wealth Management first reported a position in ASIX in Q2 2025 and held it in 1 quarter. The position peaked at $1.19K in Q2 2025. 276 funds tracked by Wall St. Rank hold ASIX as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining AdvanSix position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 50 AdvanSix shares in Q3 2025, an estimated $1.19K.
  • MorganRosel Wealth Management first reported a position in AdvanSix in Q2 2025 and held it in 1 quarter.
  • MorganRosel Wealth Management's AdvanSix position peaked at $1.19K in Q2 2025.
  • 276 funds tracked by Wall St. Rank held AdvanSix as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.