SVB Wealth’s AdvanSix ASIX Stock Holding History

SVB Wealth’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
2025 Q2	–	Sell	-67	Closed	-$1.52K	–	558
2025 Q1	$1.52K	Buy	+67	New	+$1.86K	﹤0.01%	1284

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

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

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

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

SVB Wealth's ASIX Position: Q2 2025 in Review

SVB Wealth sold out of AdvanSix (ASIX) in Q2 2025, closing a stake of 67 shares — an estimated $1.52K sold.

SVB Wealth first reported a position in ASIX in Q1 2025 and held it in 1 quarter. The position peaked at $1.52K in Q1 2025. 280 funds tracked by Wall St. Rank hold ASIX as of Q2 2025.

SVB Wealth reported no remaining AdvanSix position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 67 AdvanSix shares in Q2 2025, an estimated $1.52K.
SVB Wealth first reported a position in AdvanSix in Q1 2025 and held it in 1 quarter.
SVB Wealth's AdvanSix position peaked at $1.52K in Q1 2025.
280 funds tracked by Wall St. Rank held AdvanSix as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.