Castle Financial & Retirement Planning Associates’s Albemarle ALB Stock Holding History

Castle Financial & Retirement Planning Associates’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
2021 Q4	$15K	Buy	+67	New	+$16.6K	0.05%	76

Other funds holding ALB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's ALB Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Albemarle (ALB) in Q4 2021: 67 shares worth $15K. The stake represents 0.05% of the portfolio and ranks #76 among its holdings.

882 funds tracked by Wall St. Rank hold ALB as of Q4 2021.

Castle Financial & Retirement Planning Associates held 67 shares of Albemarle worth $15K as of Q4 2021.
Albemarle was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Albemarle made up 0.05% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #76 holding.
882 funds tracked by Wall St. Rank held Albemarle as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.