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CarsonAllaria Wealth Management’s Albemarle ALB Stock Holding History

CarsonAllaria 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
2024
Q3 		– Sell
-25
Closed -$2.39K – 396
2024
Q2 		$2.39K Sell
25
-25
-50% -$2.97K ﹤0.01% 319
2024
Q1 		$6.59K Hold
50
– – ﹤0.01% 275
2023
Q4 		$7.22K Hold
50
– – 0.01% 241
2023
Q3 		$8.5K Hold
50
– – 0.01% 222
2023
Q2 		$11.2K Hold
50
– – 0.01% 213
2023
Q1 		$11.1K Hold
50
– – 0.01% 206
2022
Q4 		$11K Hold
50
– – 0.01% 182
2022
Q3 		$13K Hold
50
– – 0.01% 170
2022
Q2 		$10K Hold
50
– – 0.01% 186
2022
Q1 		$11K Hold
50
– – 0.01% 190
2021
Q4 		$12K Buy
+50
New +$12.4K 0.01% 196

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

CarsonAllaria Wealth Management's ALB Position: Q3 2024 in Review

CarsonAllaria Wealth Management sold out of Albemarle (ALB) in Q3 2024, closing a stake of 25 shares — an estimated $2.39K sold.

CarsonAllaria Wealth Management first reported a position in ALB in Q4 2021 and held it in 11 quarters. The position peaked at $13K in Q3 2022. 802 funds tracked by Wall St. Rank hold ALB as of Q3 2024.

  • CarsonAllaria Wealth Management reported no remaining Albemarle position as of Q3 2024 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 25 Albemarle shares in Q3 2024, an estimated $2.39K.
  • CarsonAllaria Wealth Management first reported a position in Albemarle in Q4 2021 and held it in 11 quarters.
  • CarsonAllaria Wealth Management's Albemarle position peaked at $13K in Q3 2022.
  • 802 funds tracked by Wall St. Rank held Albemarle as of Q3 2024.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2024, filed 21 Oct 2024.