SSWM
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Sheets Smith Wealth Management’s AdvanSix ASIX Stock Holding History

Sheets Smith 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
2026
Q2 		$364K Buy
18,314
+415
+2% +$9.34K 0.04% 329
2026
Q1 		$437K Buy
17,899
+21
+0.1% +$396 0.05% 308
2025
Q4 		$309K Buy
17,878
+659
+4% +$11.5K 0.03% 345
2025
Q3 		$334K Buy
17,219
+305
+2% +$6.41K 0.04% 325
2025
Q2 		$402K Buy
16,914
+886
+6% +$20.1K 0.05% 307
2025
Q1 		$363K Buy
16,028
+256
+2% +$7.13K 0.05% 288
2024
Q4 		$449K Buy
15,772
+569
+4% +$17.2K 0.05% 273
2024
Q3 		$462K Buy
15,203
+5
+0% +$136 0.06% 263
2024
Q2 		$348K Sell
15,198
-739
-5% -$18.4K 0.04% 295
2024
Q1 		$456K Sell
15,937
-980
-6% -$26.2K 0.05% 257
2023
Q4 		$507K Buy
16,917
+4,089
+32% +$114K 0.07% 214
2023
Q3 		$399K Buy
12,828
+319
+3% +$11.1K 0.06% 230
2023
Q2 		$438K Buy
12,509
+3
+0% +$109 0.06% 221
2023
Q1 		$479K Buy
12,506
+3
+0% +$120 0.07% 205
2022
Q4 		$475K Buy
12,503
+38
+0.3% +$1.42K 0.07% 200
2022
Q3 		$400K Buy
12,465
+2,971
+31% +$107K 0.07% 212
2022
Q2 		$317K Buy
9,494
+1
+0% +$45 0.05% 237
2022
Q1 		$485K Buy
9,493
+2
+0% +$89 0.07% 218
2021
Q4 		$448K Buy
9,491
+36
+0.4% +$1.66K 0.06% 248
2021
Q3 		$376K Hold
9,455
– – 0.05% 262
2021
Q2 		$282K Hold
9,455
– – 0.04% 309
2021
Q1 		$254K Buy
+9,455
New +$241K 0.04% 291

Other funds holding ASIX

FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return
B
Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return