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Gerber Kawasaki Wealth & Investment Management’s Albemarle ALB Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2023
Q4 		– Sell
-6,847
Closed -$1.16M – 266
2023
Q3 		$1.16M Buy
6,847
+5,752
+525% +$1.15M 0.08% 121
2023
Q2 		$244K Buy
+1,095
New +$224K 0.02% 225
2021
Q4 		– Sell
-104
Closed -$22K – 303
2021
Q3 		$22K Buy
+104
New +$22.2K ﹤0.01% 480

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Gerber Kawasaki Wealth & Investment Management's ALB Position: Q4 2023 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Albemarle (ALB) in Q4 2023, closing a stake of 6,847 shares — an estimated $1.16M sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in ALB in Q3 2021 and held it in 3 quarters. The position peaked at $1.16M in Q3 2023. 941 funds tracked by Wall St. Rank hold ALB as of Q4 2023.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Albemarle position as of Q4 2023 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 6,847 Albemarle shares in Q4 2023, an estimated $1.16M.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Albemarle in Q3 2021 and held it in 3 quarters.
  • Gerber Kawasaki Wealth & Investment Management's Albemarle position peaked at $1.16M in Q3 2023.
  • 941 funds tracked by Wall St. Rank held Albemarle as of Q4 2023.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2023, filed 13 Feb 2024.