Financial Architects (New Jersey)’s Albemarle ALB Stock Holding History

Financial Architects (New Jersey)’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
2022 Q1	–	Sell	-1,007	Closed	-$235K	–	331
2021 Q4	$235K	Sell	1,007 -735	-42%	-$182K	0.03%	304
2021 Q3	$381K	Sell	1,742 -583	-25%	-$125K	0.06%	231
2021 Q2	$392K	Buy	2,325 +745	+47%	+$120K	0.06%	232
2021 Q1	$231K	Buy	+1,580	New	+$254K	0.04%	297
2020 Q3	–	Sell	-65	Closed	-$5K	–	289
2020 Q2	$5K	Hold	65	–	–	﹤0.01%	714
2020 Q1	$4K	Hold	65	–	–	﹤0.01%	718
2019 Q4	$5K	Hold	65	–	–	﹤0.01%	755
2019 Q3	$5K	Hold	65	–	–	﹤0.01%	822
2019 Q2	$5K	Sell	65 -11	-14%	-$812	﹤0.01%	994
2019 Q1	$6K	Sell	76 -200	-72%	-$16.4K	﹤0.01%	1183
2018 Q4	$21K	Sell	276 -100	-27%	-$9.44K	﹤0.01%	788
2018 Q3	$38K	Hold	376	–	–	0.01%	718
2018 Q2	$35K	Sell	376 -109	-22%	-$10.5K	0.01%	652
2018 Q1	$45K	Sell	485 -520	-52%	-$57.3K	0.01%	635
2017 Q4	$129K	Buy	+1,005	New	+$136K	0.02%	439

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

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Architects (New Jersey)'s ALB Position: Q1 2022 in Review

Financial Architects (New Jersey) sold out of Albemarle (ALB) in Q1 2022, closing a stake of 1,007 shares — an estimated $235K sold.

Financial Architects (New Jersey) first reported a position in ALB in Q4 2017 and held it in 15 quarters. The position peaked at $392K in Q2 2021. 857 funds tracked by Wall St. Rank hold ALB as of Q1 2022.

Financial Architects (New Jersey) reported no remaining Albemarle position as of Q1 2022 after selling out during the quarter.
Financial Architects (New Jersey) sold 1,007 Albemarle shares in Q1 2022, an estimated $235K.
Financial Architects (New Jersey) first reported a position in Albemarle in Q4 2017 and held it in 15 quarters.
Financial Architects (New Jersey)'s Albemarle position peaked at $392K in Q2 2021.
857 funds tracked by Wall St. Rank held Albemarle as of Q1 2022.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2022, filed 5 May 2022.