Wealthspire Advisors (Maryland)’s AdvanSix ASIX Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-225	Closed	-$6K	–	568
2019 Q1	$6K	Sell	225 -4	-2%	-$122	﹤0.01%	1722
2018 Q4	$6K	Buy	229 +9	+4%	+$250	﹤0.01%	1637
2018 Q3	$7K	Buy	220 +29	+15%	+$1.04K	﹤0.01%	1638
2018 Q2	$7K	Hold	191	–	–	﹤0.01%	1648
2018 Q1	$7K	Hold	191	–	–	﹤0.01%	1669
2017 Q4	$8K	Buy	191 +41	+27%	+$1.75K	﹤0.01%	1659
2017 Q3	$6K	Sell	150 -4	-3%	-$136	﹤0.01%	1719
2017 Q2	$5K	Sell	154 -59	-28%	-$1.68K	﹤0.01%	1749
2017 Q1	$6K	Sell	213 -1,287	-86%	-$33.3K	﹤0.01%	1474
2016 Q4	$33K	Buy	+1,500	New	+$26.9K	﹤0.01%	876

Other funds holding ASIX

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

FVP

Firefly Value Partners Newtown, Pennsylvania $59.9M AUM 5.97% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ASIX Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of AdvanSix (ASIX) in Q2 2019, closing a stake of 225 shares — an estimated $6K sold.

Wealthspire Advisors (Maryland) first reported a position in ASIX in Q4 2016 and held it in 10 quarters. The position peaked at $33K in Q4 2016. 316 funds tracked by Wall St. Rank hold ASIX as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining AdvanSix position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 225 AdvanSix shares in Q2 2019, an estimated $6K.
Wealthspire Advisors (Maryland) first reported a position in AdvanSix in Q4 2016 and held it in 10 quarters.
Wealthspire Advisors (Maryland)'s AdvanSix position peaked at $33K in Q4 2016.
316 funds tracked by Wall St. Rank held AdvanSix as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.