SWA
ASIX icon

SOA Wealth Advisors’s AdvanSix ASIX Stock Holding History

SOA Wealth 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
Q2 		– Sell
-7
Closed -$268 – 941
2023
Q1 		$268 Hold
7
– – ﹤0.01% 883
2022
Q4 		$266 Sell
7
-4
-36% -$150 ﹤0.01% 888
2022
Q3 		$0 Hold
11
– – ﹤0.01% 819
2022
Q2 		$0 Hold
11
– – ﹤0.01% 811
2022
Q1 		$0 Hold
11
– – ﹤0.01% 895
2021
Q4 		$0 Hold
11
– – ﹤0.01% 871
2021
Q3 		$0 Hold
11
– – ﹤0.01% 889
2021
Q2 		$0 Hold
11
– – ﹤0.01% 860
2021
Q1 		$0 Sell
11
-2
-15% -$51 ﹤0.01% 807
2020
Q4 		$0 Buy
+13
New +$223 ﹤0.01% 787

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

SOA Wealth Advisors's ASIX Position: Q2 2023 in Review

SOA Wealth Advisors sold out of AdvanSix (ASIX) in Q2 2023, closing a stake of 7 shares — an estimated $268 sold.

SOA Wealth Advisors first reported a position in ASIX in Q4 2020 and held it in 10 quarters. The position peaked at $268 in Q1 2023. 291 funds tracked by Wall St. Rank hold ASIX as of Q2 2023.

  • SOA Wealth Advisors reported no remaining AdvanSix position as of Q2 2023 after selling out during the quarter.
  • SOA Wealth Advisors sold 7 AdvanSix shares in Q2 2023, an estimated $268.
  • SOA Wealth Advisors first reported a position in AdvanSix in Q4 2020 and held it in 10 quarters.
  • SOA Wealth Advisors's AdvanSix position peaked at $268 in Q1 2023.
  • 291 funds tracked by Wall St. Rank held AdvanSix as of Q2 2023.

Based on SOA Wealth Advisors's 13F filing for Q2 2023, filed 7 Jul 2023.