Connectus Wealth’s Albemarle ALB Stock Holding History

Connectus Wealth’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
2023 Q2	–	Sell	-19,997	Closed	-$4.42M	–	448
2023 Q1	$4.42M	Buy	19,997 +13,997	+233%	+$3.45M	0.11%	144
2022 Q4	$1.3M	Hold	6,000	–	–	0.03%	258
2022 Q3	$1.59M	Hold	6,000	–	–	0.03%	277
2022 Q2	$1.25M	Buy	+6,000	New	+$1.34M	0.03%	246

Other funds holding ALB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Connectus Wealth's ALB Position: Q2 2023 in Review

Connectus Wealth sold out of Albemarle (ALB) in Q2 2023, closing a stake of 19,997 shares — an estimated $4.42M sold.

Connectus Wealth first reported a position in ALB in Q2 2022 and held it in 4 quarters. The position peaked at $4.42M in Q1 2023. 1,023 funds tracked by Wall St. Rank hold ALB as of Q2 2023.

Connectus Wealth reported no remaining Albemarle position as of Q2 2023 after selling out during the quarter.
Connectus Wealth sold 19,997 Albemarle shares in Q2 2023, an estimated $4.42M.
Connectus Wealth first reported a position in Albemarle in Q2 2022 and held it in 4 quarters.
Connectus Wealth's Albemarle position peaked at $4.42M in Q1 2023.
1,023 funds tracked by Wall St. Rank held Albemarle as of Q2 2023.

Based on Connectus Wealth's 13F filing for Q2 2023, filed 14 Aug 2023.