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Concord Wealth Partners’s Albemarle ALB Stock Holding History

Concord 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
2024
Q2 		– Sell
-25
Closed -$3.29K – 847
2024
Q1 		$3.29K Buy
+25
New +$3.08K ﹤0.01% 704
2023
Q1 		– Sell
-5
Closed -$1.08K – 994
2022
Q4 		$1.08K Buy
+5
New +$1.33K ﹤0.01% 1049
2022
Q3 		– Sell
-49
Closed -$10K – 184
2022
Q2 		$10K Sell
49
-231
-83% -$51.5K ﹤0.01% 680
2022
Q1 		$62K Sell
280
-54
-16% -$11.4K 0.02% 391
2021
Q4 		$78K Buy
334
+155
+87% +$38.4K 0.02% 348
2021
Q3 		$39K Sell
179
-145
-45% -$31K 0.02% 260
2021
Q2 		$55K Buy
324
+16
+5% +$2.58K 0.02% 337
2021
Q1 		$45K Buy
308
+287
+1,367% +$46.1K 0.02% 354
2020
Q4 		$3K Buy
+21
New +$2.49K ﹤0.01% 454

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Concord Wealth Partners's ALB Position: Q2 2024 in Review

Concord Wealth Partners sold out of Albemarle (ALB) in Q2 2024, closing a stake of 25 shares — an estimated $3.29K sold.

Concord Wealth Partners first reported a position in ALB in Q4 2020 and held it in 9 quarters. The position peaked at $78K in Q4 2021. 843 funds tracked by Wall St. Rank hold ALB as of Q2 2024.

  • Concord Wealth Partners reported no remaining Albemarle position as of Q2 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 25 Albemarle shares in Q2 2024, an estimated $3.29K.
  • Concord Wealth Partners first reported a position in Albemarle in Q4 2020 and held it in 9 quarters.
  • Concord Wealth Partners's Albemarle position peaked at $78K in Q4 2021.
  • 843 funds tracked by Wall St. Rank held Albemarle as of Q2 2024.

Based on Concord Wealth Partners's 13F filing for Q2 2024, filed 31 Jul 2024.