BWP
ALB icon

BSW Wealth Partners’s Albemarle ALB Stock Holding History

BSW 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
2022
Q3 		– Sell
-1,013
Closed -$212K – 268
2022
Q2 		$212K Sell
1,013
-69
-6% -$15.4K 0.05% 247
2022
Q1 		$239K Buy
+1,082
New +$229K 0.06% 241

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

BSW Wealth Partners's ALB Position: Q3 2022 in Review

BSW Wealth Partners sold out of Albemarle (ALB) in Q3 2022, closing a stake of 1,013 shares — an estimated $212K sold.

BSW Wealth Partners first reported a position in ALB in Q1 2022 and held it in 2 quarters. The position peaked at $239K in Q1 2022. 966 funds tracked by Wall St. Rank hold ALB as of Q3 2022.

  • BSW Wealth Partners reported no remaining Albemarle position as of Q3 2022 after selling out during the quarter.
  • BSW Wealth Partners sold 1,013 Albemarle shares in Q3 2022, an estimated $212K.
  • BSW Wealth Partners first reported a position in Albemarle in Q1 2022 and held it in 2 quarters.
  • BSW Wealth Partners's Albemarle position peaked at $239K in Q1 2022.
  • 966 funds tracked by Wall St. Rank held Albemarle as of Q3 2022.

Based on BSW Wealth Partners's 13F filing for Q3 2022, filed 14 Nov 2022.