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Ritholtz Wealth Management’s AdvanSix ASIX Stock Holding History

Ritholtz 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
2022
Q3 		– Sell
-7,075
Closed -$237K – 716
2022
Q2 		$237K Buy
7,075
+2,398
+51% +$107K 0.01% 464
2022
Q1 		$239K Buy
+4,677
New +$208K 0.02% 462

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
SAM
Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ritholtz Wealth Management's ASIX Position: Q3 2022 in Review

Ritholtz Wealth Management sold out of AdvanSix (ASIX) in Q3 2022, closing a stake of 7,075 shares — an estimated $237K sold.

Ritholtz Wealth Management first reported a position in ASIX in Q1 2022 and held it in 2 quarters. The position peaked at $239K in Q1 2022. 305 funds tracked by Wall St. Rank hold ASIX as of Q3 2022.

  • Ritholtz Wealth Management reported no remaining AdvanSix position as of Q3 2022 after selling out during the quarter.
  • Ritholtz Wealth Management sold 7,075 AdvanSix shares in Q3 2022, an estimated $237K.
  • Ritholtz Wealth Management first reported a position in AdvanSix in Q1 2022 and held it in 2 quarters.
  • Ritholtz Wealth Management's AdvanSix position peaked at $239K in Q1 2022.
  • 305 funds tracked by Wall St. Rank held AdvanSix as of Q3 2022.

Based on Ritholtz Wealth Management's 13F filing for Q3 2022, filed 19 Oct 2022.