Optimum Investment Advisors’s AdvanSix ASIX Stock Holding History

Optimum Investment 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
2021 Q1	–	Sell	-500	Closed	-$10K	–	911
2020 Q4	$10K	Hold	500	–	–	﹤0.01%	726
2020 Q3	$6K	Hold	500	–	–	﹤0.01%	746
2020 Q2	$6K	Sell	500 -18	-3%	-$210	﹤0.01%	733
2020 Q1	$5K	Sell	518 -21	-4%	-$326	﹤0.01%	746
2019 Q4	$11K	Hold	539	–	–	﹤0.01%	757
2019 Q3	$14K	Sell	539 -43	-7%	-$1.05K	﹤0.01%	730
2019 Q2	$14K	Hold	582	–	–	﹤0.01%	726
2019 Q1	$17K	Hold	582	–	–	0.01%	715
2018 Q4	$14K	Hold	582	–	–	﹤0.01%	703
2018 Q3	$20K	Hold	582	–	–	0.01%	733
2018 Q2	$21K	Hold	582	–	–	0.01%	718
2018 Q1	$20K	Buy	+582	New	+$22.9K	0.01%	706

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

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

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

22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return

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

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

Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Optimum Investment Advisors's ASIX Position: Q1 2021 in Review

Optimum Investment Advisors sold out of AdvanSix (ASIX) in Q1 2021, closing a stake of 500 shares — an estimated $10K sold.

Optimum Investment Advisors first reported a position in ASIX in Q1 2018 and held it in 12 quarters. The position peaked at $21K in Q2 2018. 274 funds tracked by Wall St. Rank hold ASIX as of Q1 2021.

Optimum Investment Advisors reported no remaining AdvanSix position as of Q1 2021 after selling out during the quarter.
Optimum Investment Advisors sold 500 AdvanSix shares in Q1 2021, an estimated $10K.
Optimum Investment Advisors first reported a position in AdvanSix in Q1 2018 and held it in 12 quarters.
Optimum Investment Advisors's AdvanSix position peaked at $21K in Q2 2018.
274 funds tracked by Wall St. Rank held AdvanSix as of Q1 2021.

Based on Optimum Investment Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.