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Beacon Investment Advisory Services’s Albemarle ALB Stock Holding History

Beacon Investment Advisory Services’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
Q3 		– Sell
-3,054
Closed -$292K – 255
2024
Q2 		$292K Hold
3,054
– – 0.01% 223
2024
Q1 		$402K Hold
3,054
– – 0.02% 197
2023
Q4 		$441K Buy
+3,054
New +$419K 0.02% 188
2019
Q1 		– Sell
-5,750
Closed -$443K – 224
2018
Q4 		$443K Hold
5,750
– – 0.05% 162
2018
Q3 		$574K Buy
+5,750
New +$556K 0.06% 147

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Beacon Investment Advisory Services's ALB Position: Q3 2024 in Review

Beacon Investment Advisory Services sold out of Albemarle (ALB) in Q3 2024, closing a stake of 3,054 shares — an estimated $292K sold.

Beacon Investment Advisory Services first reported a position in ALB in Q3 2018 and held it in 5 quarters. The position peaked at $574K in Q3 2018. 802 funds tracked by Wall St. Rank hold ALB as of Q3 2024.

  • Beacon Investment Advisory Services reported no remaining Albemarle position as of Q3 2024 after selling out during the quarter.
  • Beacon Investment Advisory Services sold 3,054 Albemarle shares in Q3 2024, an estimated $292K.
  • Beacon Investment Advisory Services first reported a position in Albemarle in Q3 2018 and held it in 5 quarters.
  • Beacon Investment Advisory Services's Albemarle position peaked at $574K in Q3 2018.
  • 802 funds tracked by Wall St. Rank held Albemarle as of Q3 2024.

Based on Beacon Investment Advisory Services's 13F filing for Q3 2024, filed 14 Nov 2024.