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CLA (CliftonLarsonAllen) Wealth Advisors’s Albemarle ALB Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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 		– Sell
-1,300
Closed -$285K – 178
2021
Q3 		$285K Hold
1,300
– – 0.01% 276
2021
Q2 		$219K Buy
+1,300
New +$210K 0.01% 296

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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's ALB Position: Q4 2021 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Albemarle (ALB) in Q4 2021, closing a stake of 1,300 shares — an estimated $285K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in ALB in Q2 2021 and held it in 2 quarters. The position peaked at $285K in Q3 2021. 882 funds tracked by Wall St. Rank hold ALB as of Q4 2021.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Albemarle position as of Q4 2021 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 1,300 Albemarle shares in Q4 2021, an estimated $285K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Albemarle in Q2 2021 and held it in 2 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Albemarle position peaked at $285K in Q3 2021.
  • 882 funds tracked by Wall St. Rank held Albemarle as of Q4 2021.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.