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Forvis Mazars Wealth Advisors’s Albemarle ALB Stock Holding History

Forvis Mazars 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
2017
Q3 		– Sell
-2,378
Closed -$251K – 224
2017
Q2 		$251K Sell
2,378
-85
-3% -$9.24K 0.03% 203
2017
Q1 		$260K Buy
2,463
+93
+4% +$9.05K 0.03% 191
2016
Q4 		$204K Buy
+2,370
New +$201K 0.03% 198

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

Forvis Mazars Wealth Advisors's ALB Position: Q3 2017 in Review

Forvis Mazars Wealth Advisors sold out of Albemarle (ALB) in Q3 2017, closing a stake of 2,378 shares — an estimated $251K sold.

Forvis Mazars Wealth Advisors first reported a position in ALB in Q4 2016 and held it in 3 quarters. The position peaked at $260K in Q1 2017. 539 funds tracked by Wall St. Rank hold ALB as of Q3 2017.

  • Forvis Mazars Wealth Advisors reported no remaining Albemarle position as of Q3 2017 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 2,378 Albemarle shares in Q3 2017, an estimated $251K.
  • Forvis Mazars Wealth Advisors first reported a position in Albemarle in Q4 2016 and held it in 3 quarters.
  • Forvis Mazars Wealth Advisors's Albemarle position peaked at $260K in Q1 2017.
  • 539 funds tracked by Wall St. Rank held Albemarle as of Q3 2017.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2017, filed 13 Oct 2017.