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Aaron Wealth Advisors’s Albemarle ALB Stock Holding History

Aaron Wealth Advisors’s Portfolio ALB Stock Details ALB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10,084
Closed -$2.19M – 253
2022
Q4 		$2.19M Sell
10,084
-20
-0.2% -$5.33K 0.32% 58
2022
Q3 		$2.67M Buy
+10,104
New +$2.57M 0.49% 43
2022
Q2 		– Sell
-23,220
Closed -$105K – 210
2022
Q1 		$105K Buy
+23,220
New +$4.9M ﹤0.01% 878

Other funds holding ALB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aaron Wealth Advisors's ALB Position: Q1 2023 in Review

Aaron Wealth Advisors sold out of Albemarle (ALB) in Q1 2023, closing a stake of 10,084 shares — an estimated $2.19M sold.

Aaron Wealth Advisors first reported a position in ALB in Q1 2022 and held it in 3 quarters. The position peaked at $2.67M in Q3 2022. 1,024 funds tracked by Wall St. Rank hold ALB as of Q1 2023.

  • Aaron Wealth Advisors reported no remaining Albemarle position as of Q1 2023 after selling out during the quarter.
  • Aaron Wealth Advisors sold 10,084 Albemarle shares in Q1 2023, an estimated $2.19M.
  • Aaron Wealth Advisors first reported a position in Albemarle in Q1 2022 and held it in 3 quarters.
  • Aaron Wealth Advisors's Albemarle position peaked at $2.67M in Q3 2022.
  • 1,024 funds tracked by Wall St. Rank held Albemarle as of Q1 2023.

Based on Aaron Wealth Advisors's 13F filing for Q1 2023, filed 2 May 2023.