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Sugarloaf Wealth Management’s AdvanSix ASIX Stock Holding History

Sugarloaf 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
2021
Q1 		– Sell
-1
Closed – – 744
2020
Q4 		$0 Hold
1
– – ﹤0.01% 716
2020
Q3 		$0 Hold
1
– – ﹤0.01% 670
2020
Q2 		$0 Hold
1
– – ﹤0.01% 674
2020
Q1 		$0 Hold
1
– – ﹤0.01% 683
2019
Q4 		$0 Buy
+1
New +$22 ﹤0.01% 692

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
2L
22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Sugarloaf Wealth Management's ASIX Position: Q1 2021 in Review

Sugarloaf Wealth Management sold out of AdvanSix (ASIX) in Q1 2021, closing a stake of 1 share.

Sugarloaf Wealth Management first reported a position in ASIX in Q4 2019 and held it in 5 quarters. The position peaked at $0 in Q4 2020. 274 funds tracked by Wall St. Rank hold ASIX as of Q1 2021.

  • Sugarloaf Wealth Management reported no remaining AdvanSix position as of Q1 2021 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 1 AdvanSix share in Q1 2021.
  • Sugarloaf Wealth Management first reported a position in AdvanSix in Q4 2019 and held it in 5 quarters.
  • Sugarloaf Wealth Management's AdvanSix position peaked at $0 in Q4 2020.
  • 274 funds tracked by Wall St. Rank held AdvanSix as of Q1 2021.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2021, filed 19 Apr 2021.