Toth Financial Advisory’s AdvanSix ASIX Stock Holding History

Toth Financial Advisory’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 Q1	–	Sell	-50	Closed	-$1.5K	–	723
2023 Q4	$1.5K	Hold	50	–	–	﹤0.01%	652
2023 Q3	$1.55K	Hold	50	–	–	﹤0.01%	660
2023 Q2	$1.75K	Hold	50	–	–	﹤0.01%	649
2023 Q1	$1.91K	Hold	50	–	–	﹤0.01%	660
2022 Q4	$1.9K	Hold	50	–	–	﹤0.01%	597
2022 Q3	$2K	Hold	50	–	–	﹤0.01%	625
2022 Q2	$2K	Hold	50	–	–	﹤0.01%	580
2022 Q1	$3K	Hold	50	–	–	﹤0.01%	578
2021 Q4	$2K	Hold	50	–	–	﹤0.01%	636
2021 Q3	$2K	Hold	50	–	–	﹤0.01%	636
2021 Q2	$1K	Hold	50	–	–	﹤0.01%	637
2021 Q1	$1K	Buy	+50	New	+$1.28K	﹤0.01%	631
2018 Q4	–	Sell	-6	Closed	–	–	407
2018 Q3	$0	Hold	6	–	–	﹤0.01%	430
2018 Q2	$0	Hold	6	–	–	﹤0.01%	426
2018 Q1	$0	Hold	6	–	–	﹤0.01%	424
2017 Q4	$0	Buy	+6	New	+$257	﹤0.01%	432

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Toth Financial Advisory's ASIX Position: Q1 2024 in Review

Toth Financial Advisory sold out of AdvanSix (ASIX) in Q1 2024, closing a stake of 50 shares — an estimated $1.5K sold.

Toth Financial Advisory first reported a position in ASIX in Q4 2017 and held it in 16 quarters. The position peaked at $3K in Q1 2022. 272 funds tracked by Wall St. Rank hold ASIX as of Q1 2024.

Toth Financial Advisory reported no remaining AdvanSix position as of Q1 2024 after selling out during the quarter.
Toth Financial Advisory sold 50 AdvanSix shares in Q1 2024, an estimated $1.5K.
Toth Financial Advisory first reported a position in AdvanSix in Q4 2017 and held it in 16 quarters.
Toth Financial Advisory's AdvanSix position peaked at $3K in Q1 2022.
272 funds tracked by Wall St. Rank held AdvanSix as of Q1 2024.

Based on Toth Financial Advisory's 13F filing for Q1 2024, filed 16 Apr 2024.