PMFA
ASIX icon

Plante Moran Financial Advisors’s AdvanSix ASIX Stock Holding History

Plante Moran Financial 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
Q1 		– Sell
-8
Closed -$304 – 800
2022
Q4 		$304 Buy
+8
New +$300 ﹤0.01% 805
2021
Q1 		– Sell
-9
Closed – – 995
2020
Q4 		$0 Sell
9
-12
-57% -$206 ﹤0.01% 882
2020
Q3 		$0 Sell
21
-39
-65% -$487 ﹤0.01% 837
2020
Q2 		$1K Hold
60
– – ﹤0.01% 692
2020
Q1 		$1K Sell
60
-4
-6% -$62 ﹤0.01% 676
2019
Q4 		$1K Sell
64
-4
-6% -$87 ﹤0.01% 713
2019
Q3 		$2K Hold
68
– – ﹤0.01% 762
2019
Q2 		$2K Sell
68
-4
-6% -$112 ﹤0.01% 716
2019
Q1 		$2K Buy
72
+4
+6% +$122 ﹤0.01% 706
2018
Q4 		$2K Buy
68
+12
+21% +$333 ﹤0.01% 689
2018
Q3 		$2K Hold
56
– – ﹤0.01% 677
2018
Q2 		$2K Sell
56
-7
-11% -$262 ﹤0.01% 710
2018
Q1 		$2K Hold
63
– – ﹤0.01% 816
2017
Q4 		$3K Hold
63
– – ﹤0.01% 742
2017
Q3 		$3K Sell
63
-8
-11% -$271 ﹤0.01% 694
2017
Q2 		$2K Sell
71
-14
-16% -$399 ﹤0.01% 735
2017
Q1 		$2K Hold
85
– – ﹤0.01% 782
2016
Q4 		$2K Buy
+85
New +$1.53K ﹤0.01% 843

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Plante Moran Financial Advisors's ASIX Position: Q1 2023 in Review

Plante Moran Financial Advisors sold out of AdvanSix (ASIX) in Q1 2023, closing a stake of 8 shares — an estimated $304 sold.

Plante Moran Financial Advisors first reported a position in ASIX in Q4 2016 and held it in 18 quarters. The position peaked at $3K in Q4 2017. 304 funds tracked by Wall St. Rank hold ASIX as of Q1 2023.

  • Plante Moran Financial Advisors reported no remaining AdvanSix position as of Q1 2023 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 8 AdvanSix shares in Q1 2023, an estimated $304.
  • Plante Moran Financial Advisors first reported a position in AdvanSix in Q4 2016 and held it in 18 quarters.
  • Plante Moran Financial Advisors's AdvanSix position peaked at $3K in Q4 2017.
  • 304 funds tracked by Wall St. Rank held AdvanSix as of Q1 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2023, filed 8 May 2023.