BWM
ALB icon

Baystate Wealth Management’s Albemarle ALB Stock Holding History

Baystate 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
Q4 		$1.48K Buy
+10
New +$1.37K ﹤0.01% 1113
2021
Q3 		– Sell
-7
Closed -$1.5K – 830
2021
Q2 		$1K Buy
+7
New +$1.13K ﹤0.01% 692

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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Baystate Wealth Management's ALB Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Albemarle (ALB) in Q4 2023: 10 shares worth $1.48K. The stake represents ﹤0.01% of the portfolio and ranks #1113 among its holdings. This is a return to the name: Baystate Wealth Management previously reported a position in ALB as recently as Q2 2021.

Baystate Wealth Management first reported a position in ALB in Q2 2021 and has held it in 2 quarters since. 940 funds tracked by Wall St. Rank hold ALB as of Q4 2023.

  • Baystate Wealth Management held 10 shares of Albemarle worth $1.48K as of Q4 2023.
  • Albemarle was a new Baystate Wealth Management position in Q4 2023.
  • Albemarle made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1113 holding.
  • Baystate Wealth Management first reported a position in Albemarle in Q2 2021 and has held it in 2 quarters since.
  • 940 funds tracked by Wall St. Rank held Albemarle as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.