High Net Worth Advisory Group’s Albemarle ALB Stock Holding History

High Net Worth Advisory Group’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	-735	Closed	-$159K	–	205
2022 Q4	$159K	Sell	735 -495	-40%	-$132K	0.06%	202
2022 Q3	$325K	Buy	1,230 +200	+19%	+$50.9K	0.14%	133
2022 Q2	$215K	Hold	1,030	–	–	0.09%	179
2022 Q1	$228K	Hold	1,030	–	–	0.08%	172
2021 Q4	$241K	Buy	+1,030	New	+$255K	0.08%	173

Other funds holding ALB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

High Net Worth Advisory Group's ALB Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Albemarle (ALB) in Q1 2023, closing a stake of 735 shares — an estimated $159K sold.

High Net Worth Advisory Group first reported a position in ALB in Q4 2021 and held it in 5 quarters. The position peaked at $325K in Q3 2022. 1,024 funds tracked by Wall St. Rank hold ALB as of Q1 2023.

High Net Worth Advisory Group reported no remaining Albemarle position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 735 Albemarle shares in Q1 2023, an estimated $159K.
High Net Worth Advisory Group first reported a position in Albemarle in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's Albemarle position peaked at $325K in Q3 2022.
1,024 funds tracked by Wall St. Rank held Albemarle as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.