Financial Synergies Wealth Advisors’s Albemarle ALB Stock Holding History

Financial Synergies 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
2024 Q1	–	Sell	-1	Closed	-$217	–	510
2023 Q4	$217	Hold	1	–	–	﹤0.01%	440
2023 Q3	$171	Hold	1	–	–	﹤0.01%	487
2023 Q2	$224	Hold	1	–	–	﹤0.01%	481
2023 Q1	$222	Hold	1	–	–	﹤0.01%	478
2022 Q4	$217	Hold	1	–	–	﹤0.01%	440
2022 Q3	$265	Hold	1	–	–	﹤0.01%	429
2022 Q2	$209	Buy	+1	New	+$223	﹤0.01%	469

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

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

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $67.7B AUM 51.91% 1-Year Est. Return

Financial Synergies Wealth Advisors's ALB Position: Q1 2024 in Review

Financial Synergies Wealth Advisors sold out of Albemarle (ALB) in Q1 2024, closing a stake of 1 share — an estimated $217 sold.

Financial Synergies Wealth Advisors first reported a position in ALB in Q2 2022 and held it in 7 quarters. The position peaked at $265 in Q3 2022. 916 funds tracked by Wall St. Rank hold ALB as of Q1 2024.

Financial Synergies Wealth Advisors reported no remaining Albemarle position as of Q1 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 1 Albemarle share in Q1 2024, an estimated $217.
Financial Synergies Wealth Advisors first reported a position in Albemarle in Q2 2022 and held it in 7 quarters.
Financial Synergies Wealth Advisors's Albemarle position peaked at $265 in Q3 2022.
916 funds tracked by Wall St. Rank held Albemarle as of Q1 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.