CWP
ALB icon

CFM Wealth Partners’s Albemarle ALB Stock Holding History

CFM 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
2020
Q3 		– Sell
-799
Closed -$61K – 163
2020
Q2 		$61K Sell
799
-59
-7% -$4.01K 0.02% 256
2020
Q1 		$48K Hold
858
– – 0.02% 272
2019
Q4 		$69K Buy
+858
New +$57.3K 0.03% 248

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CFM Wealth Partners's ALB Position: Q3 2020 in Review

CFM Wealth Partners sold out of Albemarle (ALB) in Q3 2020, closing a stake of 799 shares — an estimated $61K sold.

CFM Wealth Partners first reported a position in ALB in Q4 2019 and held it in 3 quarters. The position peaked at $69K in Q4 2019. 574 funds tracked by Wall St. Rank hold ALB as of Q3 2020.

  • CFM Wealth Partners reported no remaining Albemarle position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 799 Albemarle shares in Q3 2020, an estimated $61K.
  • CFM Wealth Partners first reported a position in Albemarle in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Albemarle position peaked at $69K in Q4 2019.
  • 574 funds tracked by Wall St. Rank held Albemarle as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.