Accel Wealth Management’s Albemarle ALB Stock Holding History

Accel Wealth Management’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 Q2	–	Sell	-96	Closed	-$21.2K	–	195
2023 Q1	$21.2K	Hold	96	–	–	0.01%	695
2022 Q4	$20.8K	Sell	96 -50	-34%	-$13.3K	0.01%	536
2022 Q3	$41K	Hold	146	–	–	0.02%	410
2022 Q2	$29K	Buy	146 +7	+5%	+$1.56K	0.02%	454
2022 Q1	$31K	Hold	139	–	–	0.02%	458
2021 Q4	$32K	Hold	139	–	–	0.02%	465
2021 Q3	$30K	Hold	139	–	–	0.02%	415
2021 Q2	$23K	Hold	139	–	–	0.02%	502
2021 Q1	$20K	Hold	139	–	–	0.02%	499
2020 Q4	$21K	Buy	+139	New	+$16.5K	0.02%	472

Other funds holding ALB

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Accel Wealth Management's ALB Position: Q2 2023 in Review

Accel Wealth Management sold out of Albemarle (ALB) in Q2 2023, closing a stake of 96 shares — an estimated $21.2K sold.

Accel Wealth Management first reported a position in ALB in Q4 2020 and held it in 10 quarters. The position peaked at $41K in Q3 2022. 1,023 funds tracked by Wall St. Rank hold ALB as of Q2 2023.

Accel Wealth Management reported no remaining Albemarle position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 96 Albemarle shares in Q2 2023, an estimated $21.2K.
Accel Wealth Management first reported a position in Albemarle in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Albemarle position peaked at $41K in Q3 2022.
1,023 funds tracked by Wall St. Rank held Albemarle as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.