CA Family Wealth’s Albemarle ALB Stock Holding History

CA Family Wealth’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
2020 Q1	–	Sell	-3,364	Closed	-$246K	–	49
2019 Q4	$246K	Buy	+3,364	New	+$225K	0.17%	95

Other funds holding ALB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CA Family Wealth's ALB Position: Q1 2020 in Review

CA Family Wealth sold out of Albemarle (ALB) in Q1 2020, closing a stake of 3,364 shares — an estimated $246K sold.

CA Family Wealth first reported a position in ALB in Q4 2019 and held it in 1 quarter. The position peaked at $246K in Q4 2019. 533 funds tracked by Wall St. Rank hold ALB as of Q1 2020.

CA Family Wealth reported no remaining Albemarle position as of Q1 2020 after selling out during the quarter.
CA Family Wealth sold 3,364 Albemarle shares in Q1 2020, an estimated $246K.
CA Family Wealth first reported a position in Albemarle in Q4 2019 and held it in 1 quarter.
CA Family Wealth's Albemarle position peaked at $246K in Q4 2019.
533 funds tracked by Wall St. Rank held Albemarle as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.