TFO Wealth Partners’s AdvanSix ASIX Stock Holding History

TFO Wealth Partners’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 Q4	–	Sell	-7	Closed	-$245	–	943
2023 Q3	$245	Buy	+7	New	+$243	﹤0.01%	728
2023 Q1	–	Sell	-19	Closed	-$1.61K	–	827
2022 Q4	$1.61K	Buy	+19	New	+$712	﹤0.01%	285

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

TFO Wealth Partners's ASIX Position: Q4 2023 in Review

TFO Wealth Partners sold out of AdvanSix (ASIX) in Q4 2023, closing a stake of 7 shares — an estimated $245 sold.

TFO Wealth Partners first reported a position in ASIX in Q4 2022 and held it in 2 quarters. The position peaked at $1.61K in Q4 2022. 281 funds tracked by Wall St. Rank hold ASIX as of Q4 2023.

TFO Wealth Partners reported no remaining AdvanSix position as of Q4 2023 after selling out during the quarter.
TFO Wealth Partners sold 7 AdvanSix shares in Q4 2023, an estimated $245.
TFO Wealth Partners first reported a position in AdvanSix in Q4 2022 and held it in 2 quarters.
TFO Wealth Partners's AdvanSix position peaked at $1.61K in Q4 2022.
281 funds tracked by Wall St. Rank held AdvanSix as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.