Spire Wealth Management’s AdvanSix ASIX Stock Holding History

Spire 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
2024 Q4	–	Sell	-19	Closed	-$585	–	2445
2024 Q3	$585	Sell	19 -13	-41%	-$354	﹤0.01%	2139
2024 Q2	$723	Buy	32 +1	+3%	+$25	﹤0.01%	2161
2024 Q1	$898	Hold	31	–	–	﹤0.01%	2218
2023 Q4	$789	Hold	31	–	–	﹤0.01%	2302
2023 Q3	$970	Hold	31	–	–	﹤0.01%	2256
2023 Q2	$1.09K	Buy	31 +12	+63%	+$435	﹤0.01%	2299
2023 Q1	$731	Hold	19	–	–	﹤0.01%	2426
2022 Q4	$1K	Hold	19	–	–	﹤0.01%	2137
2022 Q3	$1K	Sell	19 -26	-58%	-$935	﹤0.01%	2037
2022 Q2	$2K	Sell	45 -4	-8%	-$179	﹤0.01%	2327
2022 Q1	$3K	Sell	49 -85	-63%	-$3.79K	﹤0.01%	2314
2021 Q4	$6K	Buy	134 +68	+103%	+$3.13K	﹤0.01%	2508
2021 Q3	$3K	Hold	66	–	–	﹤0.01%	2372
2021 Q2	$2K	Sell	66 -98	-60%	-$2.94K	﹤0.01%	2461
2021 Q1	$4K	Buy	+164	New	+$4.19K	﹤0.01%	2673

Other funds holding ASIX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Spire Wealth Management's ASIX Position: Q4 2024 in Review

Spire Wealth Management sold out of AdvanSix (ASIX) in Q4 2024, closing a stake of 19 shares — an estimated $585 sold.

Spire Wealth Management first reported a position in ASIX in Q1 2021 and held it in 15 quarters. The position peaked at $6K in Q4 2021. 283 funds tracked by Wall St. Rank hold ASIX as of Q4 2024.

Spire Wealth Management reported no remaining AdvanSix position as of Q4 2024 after selling out during the quarter.
Spire Wealth Management sold 19 AdvanSix shares in Q4 2024, an estimated $585.
Spire Wealth Management first reported a position in AdvanSix in Q1 2021 and held it in 15 quarters.
Spire Wealth Management's AdvanSix position peaked at $6K in Q4 2021.
283 funds tracked by Wall St. Rank held AdvanSix as of Q4 2024.

Based on Spire Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.