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Goodwin Investment Advisory’s Albemarle ALB Stock Holding History

Goodwin Investment Advisory’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
Q1 		– Sell
-10
Closed -$2.17K – 86
2022
Q4 		$2.17K Hold
10
– – ﹤0.01% 194
2022
Q3 		$3K Hold
10
– – ﹤0.01% 184
2022
Q2 		$2.09K Hold
10
– – ﹤0.01% 146
2022
Q1 		$2K Hold
10
– – ﹤0.01% 186
2021
Q4 		$2K Hold
10
– – ﹤0.01% 161
2021
Q3 		$2K Hold
10
– – ﹤0.01% 128
2021
Q2 		$2K Hold
10
– – ﹤0.01% 117
2021
Q1 		$1K Hold
10
– – ﹤0.01% 131
2020
Q4 		$1K Buy
+10
New +$1.19K ﹤0.01% 86

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 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goodwin Investment Advisory's ALB Position: Q1 2023 in Review

Goodwin Investment Advisory sold out of Albemarle (ALB) in Q1 2023, closing a stake of 10 shares — an estimated $2.17K sold.

Goodwin Investment Advisory first reported a position in ALB in Q4 2020 and held it in 9 quarters. The position peaked at $3K in Q3 2022. 1,024 funds tracked by Wall St. Rank hold ALB as of Q1 2023.

  • Goodwin Investment Advisory reported no remaining Albemarle position as of Q1 2023 after selling out during the quarter.
  • Goodwin Investment Advisory sold 10 Albemarle shares in Q1 2023, an estimated $2.17K.
  • Goodwin Investment Advisory first reported a position in Albemarle in Q4 2020 and held it in 9 quarters.
  • Goodwin Investment Advisory's Albemarle position peaked at $3K in Q3 2022.
  • 1,024 funds tracked by Wall St. Rank held Albemarle as of Q1 2023.

Based on Goodwin Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.