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Personal Wealth Partners’s AdvanSix ASIX Stock Holding History

Personal Wealth Partners’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
2020
Q1 		– Sell
-170
Closed -$3K – 98
2019
Q4 		$3K Hold
170
– – ﹤0.01% 302
2019
Q3 		$4K Buy
170
+1
+0.6% +$24 ﹤0.01% 283
2019
Q2 		$4K Buy
+169
New +$4.74K ﹤0.01% 246

Other funds holding ASIX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FVP
Firefly Value Partners Newtown, Pennsylvania $59.9M AUM 5.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return

Personal Wealth Partners's ASIX Position: Q1 2020 in Review

Personal Wealth Partners sold out of AdvanSix (ASIX) in Q1 2020, closing a stake of 170 shares — an estimated $3K sold.

Personal Wealth Partners first reported a position in ASIX in Q2 2019 and held it in 3 quarters. The position peaked at $4K in Q3 2019. 271 funds tracked by Wall St. Rank hold ASIX as of Q1 2020.

  • Personal Wealth Partners reported no remaining AdvanSix position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 170 AdvanSix shares in Q1 2020, an estimated $3K.
  • Personal Wealth Partners first reported a position in AdvanSix in Q2 2019 and held it in 3 quarters.
  • Personal Wealth Partners's AdvanSix position peaked at $4K in Q3 2019.
  • 271 funds tracked by Wall St. Rank held AdvanSix as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.