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YorkBridge Wealth Partners’s AdvanSix ASIX Stock Holding History

YorkBridge 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
2019
Q3 		– Sell
-49
Closed -$1K – 199
2019
Q2 		$1K Hold
49
– – ﹤0.01% 718
2019
Q1 		$1K Sell
49
-473
-91% -$14.4K ﹤0.01% 718
2018
Q4 		$13K Sell
522
-83
-14% -$2.3K 0.01% 537
2018
Q3 		$20K Buy
605
+8
+1% +$287 0.01% 519
2018
Q2 		$22K Buy
597
+19
+3% +$712 0.01% 513
2018
Q1 		$21K Buy
578
+22
+4% +$867 0.01% 505
2017
Q4 		$21K Buy
556
+424
+321% +$18.2K 0.01% 497
2017
Q3 		$5K Sell
132
-2
-1% -$68 ﹤0.01% 701
2017
Q2 		$4K Sell
134
-60
-31% -$1.71K ﹤0.01% 715
2017
Q1 		$5K Sell
194
-27
-12% -$699 ﹤0.01% 685
2016
Q4 		$4K Buy
+221
New +$3.97K ﹤0.01% 689

Other funds holding ASIX

BlackRock
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

YorkBridge Wealth Partners's ASIX Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of AdvanSix (ASIX) in Q3 2019, closing a stake of 49 shares — an estimated $1K sold.

YorkBridge Wealth Partners first reported a position in ASIX in Q4 2016 and held it in 11 quarters. The position peaked at $22K in Q2 2018. 287 funds tracked by Wall St. Rank hold ASIX as of Q3 2019.

  • YorkBridge Wealth Partners reported no remaining AdvanSix position as of Q3 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 49 AdvanSix shares in Q3 2019, an estimated $1K.
  • YorkBridge Wealth Partners first reported a position in AdvanSix in Q4 2016 and held it in 11 quarters.
  • YorkBridge Wealth Partners's AdvanSix position peaked at $22K in Q2 2018.
  • 287 funds tracked by Wall St. Rank held AdvanSix as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.