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Evolution Wealth Advisors’s Albemarle ALB Stock Holding History

Evolution 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
2020
Q1 		– Sell
-26,652
Closed -$2.04M – 208
2019
Q4 		$1.95M Hold
26,652
– – 0.49% 29
2019
Q3 		$1.85M Sell
26,652
-23
-0.1% -$1.57K 0.88% 14
2019
Q2 		$1.88M Buy
+26,675
New +$1.97M 0.81% 18

Other funds holding ALB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
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
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evolution Wealth Advisors's ALB Position: Q1 2020 in Review

Evolution Wealth Advisors sold out of Albemarle (ALB) in Q1 2020, closing a stake of 26,652 shares — an estimated $2.04M sold.

Evolution Wealth Advisors first reported a position in ALB in Q2 2019 and held it in 3 quarters. The position peaked at $1.95M in Q4 2019. 533 funds tracked by Wall St. Rank hold ALB as of Q1 2020.

  • Evolution Wealth Advisors reported no remaining Albemarle position as of Q1 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 26,652 Albemarle shares in Q1 2020, an estimated $2.04M.
  • Evolution Wealth Advisors first reported a position in Albemarle in Q2 2019 and held it in 3 quarters.
  • Evolution Wealth Advisors's Albemarle position peaked at $1.95M in Q4 2019.
  • 533 funds tracked by Wall St. Rank held Albemarle as of Q1 2020.

Based on Evolution Wealth Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.