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Focused Wealth Management’s Albemarle ALB Stock Holding History

Focused Wealth Management’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
2021
Q3 		– Sell
-1,400
Closed -$14K – 986
2021
Q2 		$14K Buy
1,400
+200
+17% +$32.3K ﹤0.01% 557
2021
Q1 		$1K Buy
+1,200
New +$193K ﹤0.01% 843

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Focused Wealth Management's ALB Position: Q1 2024 in Review

Focused Wealth Management sold out of Albemarle (ALB) in Q1 2024, closing a stake of 925 shares — an estimated $134K sold.

Focused Wealth Management first reported a position in ALB in Q2 2020 and held it in 15 quarters. The position peaked at $157K in Q3 2023. 916 funds tracked by Wall St. Rank hold ALB as of Q1 2024.

  • Focused Wealth Management reported no remaining Albemarle position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 925 Albemarle shares in Q1 2024, an estimated $134K.
  • Focused Wealth Management first reported a position in Albemarle in Q2 2020 and held it in 15 quarters.
  • Focused Wealth Management's Albemarle position peaked at $157K in Q3 2023.
  • 916 funds tracked by Wall St. Rank held Albemarle as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.