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Selective Wealth Management’s AdvanSix ASIX Stock Holding History

Selective 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
Q4 		– Sell
-13
Closed – – 163
2022
Q3 		$0 Hold
13
– – ﹤0.01% 757
2022
Q2 		$0 Buy
+13
New +$580 ﹤0.01% 753
2021
Q2 		– Sell
-15
Closed – – 502
2021
Q1 		$0 Buy
+15
New +$383 ﹤0.01% 389

Other funds holding ASIX

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Selective Wealth Management's ASIX Position: Q4 2022 in Review

Selective Wealth Management sold out of AdvanSix (ASIX) in Q4 2022, closing a stake of 13 shares.

Selective Wealth Management first reported a position in ASIX in Q1 2021 and held it in 3 quarters. The position peaked at $0 in Q3 2022. 316 funds tracked by Wall St. Rank hold ASIX as of Q4 2022.

  • Selective Wealth Management reported no remaining AdvanSix position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 13 AdvanSix shares in Q4 2022.
  • Selective Wealth Management first reported a position in AdvanSix in Q1 2021 and held it in 3 quarters.
  • Selective Wealth Management's AdvanSix position peaked at $0 in Q3 2022.
  • 316 funds tracked by Wall St. Rank held AdvanSix as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.