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First Personal Financial Services’s Albemarle ALB Stock Holding History

First Personal Financial Services’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
Q3 		$28.2K Buy
298
+2
+0.7% +$178 0.01% 239
2024
Q2 		$28.3K Buy
296
+100
+51% +$11.9K 0.01% 218
2024
Q1 		$25.8K Buy
196
+60
+44% +$7.39K 0.01% 225
2023
Q4 		$19.6K Buy
136
+27
+25% +$3.71K ﹤0.01% 261
2023
Q3 		$18.5K Buy
109
+33
+43% +$6.57K ﹤0.01% 265
2023
Q2 		$17K Buy
76
+6
+9% +$1.23K ﹤0.01% 284
2023
Q1 		$15.5K Hold
70
– – ﹤0.01% 301
2022
Q4 		$15.2K Hold
70
– – ﹤0.01% 305
2022
Q3 		$19K Hold
70
– – 0.01% 289
2022
Q2 		$15K Sell
70
-5
-7% -$1.11K ﹤0.01% 250
2022
Q1 		$17K Hold
75
– – ﹤0.01% 258
2021
Q4 		$18K Sell
75
-25
-25% -$6.19K ﹤0.01% 254
2021
Q3 		$22K Hold
100
– – 0.01% 240
2021
Q2 		$17K Hold
100
– – ﹤0.01% 263
2021
Q1 		$15K Hold
100
– – ﹤0.01% 256
2020
Q4 		$15K Hold
100
– – ﹤0.01% 259
2020
Q3 		$9K Buy
+100
New +$8.86K ﹤0.01% 258
2020
Q1 		– Sell
-9
Closed -$1K – 301
2019
Q4 		$1K Sell
9
-154
-94% -$10.3K ﹤0.01% 391
2019
Q3 		$11K Buy
163
+27
+20% +$1.84K ﹤0.01% 366
2019
Q2 		$10K Hold
136
– – ﹤0.01% 496
2019
Q1 		$11K Sell
136
-269
-66% -$22K ﹤0.01% 477
2018
Q4 		$31K Buy
405
+25
+7% +$2.36K 0.01% 322
2018
Q3 		$38K Buy
380
+73
+24% +$7.06K 0.01% 321
2018
Q2 		$29K Sell
307
-242
-44% -$23.2K 0.01% 345
2018
Q1 		$51K Buy
549
+165
+43% +$18.2K 0.01% 428
2017
Q4 		$49K Buy
384
+284
+284% +$38.5K 0.01% 479
2017
Q3 		$14K Hold
100
– – ﹤0.01% 645
2017
Q2 		$11K Buy
+100
New +$10.9K ﹤0.01% 690
2017
Q1 		– Sell
-79
Closed -$7K – 871
2016
Q4 		$7K Buy
79
+54
+216% +$4.57K ﹤0.01% 772
2016
Q3 		$2K Buy
+25
New +$2.06K ﹤0.01% 758

Other funds holding ALB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Personal Financial Services's ALB Position: Q3 2024 in Review

First Personal Financial Services increased its Albemarle (ALB) stake by 0.68% in Q3 2024, buying an estimated $178 and bringing the position to 298 shares worth $28.2K. The position accounts for 0.01% of the portfolio, ranked #239.

First Personal Financial Services first reported a position in ALB in Q3 2016 and has held it in 30 quarters since. The position peaked at $51K in Q1 2018. 802 funds tracked by Wall St. Rank hold ALB as of Q3 2024.

  • First Personal Financial Services held 298 shares of Albemarle worth $28.2K as of Q3 2024.
  • First Personal Financial Services bought 2 Albemarle shares in Q3 2024, an estimated $178.
  • Albemarle made up 0.01% of First Personal Financial Services's portfolio in Q3 2024, its #239 holding.
  • First Personal Financial Services first reported a position in Albemarle in Q3 2016 and has held it in 30 quarters since.
  • First Personal Financial Services's Albemarle position peaked at $51K in Q1 2018.
  • 802 funds tracked by Wall St. Rank held Albemarle as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.