BDO Wealth Advisors’s Albemarle ALB Stock Holding History

BDO 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 Q2	$17K	Buy	76 +5	+7%	+$1.02K	﹤0.01%	605
2023 Q1	$15.7K	Hold	71	–	–	﹤0.01%	623
2022 Q4	$15.4K	Hold	71	–	–	﹤0.01%	616
2022 Q3	$19K	Buy	71 +51	+255%	+$13K	﹤0.01%	579
2022 Q2	$4K	Hold	20	–	–	﹤0.01%	796
2022 Q1	$4K	Hold	20	–	–	﹤0.01%	841
2021 Q4	$5K	Hold	20	–	–	﹤0.01%	817
2021 Q3	$4K	Buy	+20	New	+$4.27K	﹤0.01%	847
2021 Q1	–	Sell	-10	Closed	-$1K	–	1152
2020 Q4	$1K	Buy	+10	New	+$1.19K	﹤0.01%	812

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

BDO Wealth Advisors's ALB Position: Q2 2023 in Review

BDO Wealth Advisors increased its Albemarle (ALB) stake by 7% in Q2 2023, buying an estimated $1.02K and bringing the position to 76 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #605.

BDO Wealth Advisors first reported a position in ALB in Q4 2020 and has held it in 9 quarters since. The position peaked at $19K in Q3 2022. 1,023 funds tracked by Wall St. Rank hold ALB as of Q2 2023.

BDO Wealth Advisors held 76 shares of Albemarle worth $17K as of Q2 2023.
BDO Wealth Advisors bought 5 Albemarle shares in Q2 2023, an estimated $1.02K.
Albemarle made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #605 holding.
BDO Wealth Advisors first reported a position in Albemarle in Q4 2020 and has held it in 9 quarters since.
BDO Wealth Advisors's Albemarle position peaked at $19K in Q3 2022.
1,023 funds tracked by Wall St. Rank held Albemarle as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.