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Beaird Harris Wealth Management’s Albemarle ALB Stock Holding History

Beaird Harris 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
Q1 		– Sell
-17
Closed -$3.69K – 493
2022
Q4 		$3.69K Buy
+17
New +$4.53K ﹤0.01% 477
2022
Q1 		– Sell
-216
Closed -$50K – 602
2021
Q4 		$50K Buy
+216
New +$53.4K 0.02% 237

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 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Beaird Harris Wealth Management's ALB Position: Q1 2023 in Review

Beaird Harris Wealth Management sold out of Albemarle (ALB) in Q1 2023, closing a stake of 17 shares — an estimated $3.69K sold.

Beaird Harris Wealth Management first reported a position in ALB in Q4 2021 and held it in 2 quarters. The position peaked at $50K in Q4 2021. 1,024 funds tracked by Wall St. Rank hold ALB as of Q1 2023.

  • Beaird Harris Wealth Management reported no remaining Albemarle position as of Q1 2023 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 17 Albemarle shares in Q1 2023, an estimated $3.69K.
  • Beaird Harris Wealth Management first reported a position in Albemarle in Q4 2021 and held it in 2 quarters.
  • Beaird Harris Wealth Management's Albemarle position peaked at $50K in Q4 2021.
  • 1,024 funds tracked by Wall St. Rank held Albemarle as of Q1 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2023, filed 24 Apr 2023.