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Badgley Phelps Wealth Managers’s Albemarle ALB Stock Holding History

Badgley Phelps Wealth Managers’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
2024
Q2 		– Sell
-193
Closed -$25.5K – 260
2024
Q1 		$25.5K Sell
193
-21,489
-99% -$2.65M ﹤0.01% 256
2023
Q4 		$3.14M Sell
21,682
-6,073
-22% -$834K 0.09% 120
2023
Q3 		$4.72M Buy
+27,755
New +$5.53M 0.16% 110

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Badgley Phelps Wealth Managers's ALB Position: Q2 2024 in Review

Badgley Phelps Wealth Managers sold out of Albemarle (ALB) in Q2 2024, closing a stake of 193 shares — an estimated $25.5K sold.

Badgley Phelps Wealth Managers first reported a position in ALB in Q3 2023 and held it in 3 quarters. The position peaked at $4.72M in Q3 2023. 843 funds tracked by Wall St. Rank hold ALB as of Q2 2024.

  • Badgley Phelps Wealth Managers reported no remaining Albemarle position as of Q2 2024 after selling out during the quarter.
  • Badgley Phelps Wealth Managers sold 193 Albemarle shares in Q2 2024, an estimated $25.5K.
  • Badgley Phelps Wealth Managers first reported a position in Albemarle in Q3 2023 and held it in 3 quarters.
  • Badgley Phelps Wealth Managers's Albemarle position peaked at $4.72M in Q3 2023.
  • 843 funds tracked by Wall St. Rank held Albemarle as of Q2 2024.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2024, filed 14 Aug 2024.