CWS Financial Advisors’s Albemarle ALB Stock Holding History

CWS Financial 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
2023 Q4	–	Sell	-411	Closed	-$69.9K	–	146
2023 Q3	$69.9K	Buy	+411	New	+$81.9K	0.03%	158

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

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

CWS Financial Advisors's ALB Position: Q4 2023 in Review

CWS Financial Advisors sold out of Albemarle (ALB) in Q4 2023, closing a stake of 411 shares — an estimated $69.9K sold.

CWS Financial Advisors first reported a position in ALB in Q3 2023 and held it in 1 quarter. The position peaked at $69.9K in Q3 2023. 940 funds tracked by Wall St. Rank hold ALB as of Q4 2023.

CWS Financial Advisors reported no remaining Albemarle position as of Q4 2023 after selling out during the quarter.
CWS Financial Advisors sold 411 Albemarle shares in Q4 2023, an estimated $69.9K.
CWS Financial Advisors first reported a position in Albemarle in Q3 2023 and held it in 1 quarter.
CWS Financial Advisors's Albemarle position peaked at $69.9K in Q3 2023.
940 funds tracked by Wall St. Rank held Albemarle as of Q4 2023.

Based on CWS Financial Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.