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Baldwin Wealth Partners’s Albemarle ALB Stock Holding History

Baldwin Wealth Partners’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
Q4 		– Sell
-511
Closed -$48.4K – 259
2024
Q3 		$48.4K Buy
511
+88
+21% +$7.81K ﹤0.01% 559
2024
Q2 		$40.4K Buy
423
+12
+3% +$1.43K ﹤0.01% 378
2024
Q1 		$54.1K Sell
411
-215
-34% -$26.5K ﹤0.01% 358
2023
Q4 		$90.4K Buy
626
+124
+25% +$17K 0.01% 290
2023
Q3 		$85.4K Buy
502
+137
+38% +$27.3K 0.01% 314
2023
Q2 		$81.4K Buy
365
+40
+12% +$8.18K 0.01% 343
2023
Q1 		$71.8K Hold
325
– – 0.01% 366
2022
Q4 		$70.5K Buy
+325
New +$86.6K 0.01% 359

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baldwin Wealth Partners's ALB Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Albemarle (ALB) in Q4 2024, closing a stake of 511 shares — an estimated $48.4K sold.

Baldwin Wealth Partners first reported a position in ALB in Q4 2022 and held it in 8 quarters. The position peaked at $90.4K in Q4 2023. 805 funds tracked by Wall St. Rank hold ALB as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Albemarle position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 511 Albemarle shares in Q4 2024, an estimated $48.4K.
  • Baldwin Wealth Partners first reported a position in Albemarle in Q4 2022 and held it in 8 quarters.
  • Baldwin Wealth Partners's Albemarle position peaked at $90.4K in Q4 2023.
  • 805 funds tracked by Wall St. Rank held Albemarle as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.