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IBEX Wealth Advisors’s Albemarle ALB Stock Holding History

IBEX 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
2024
Q3 		– Sell
-1,609
Closed -$154K – 77
2024
Q2 		$154K Buy
+1,609
New +$191K 0.02% 138
2024
Q1 		– Sell
-2
Closed -$231 – 111
2023
Q4 		$231 Buy
+2
New +$275 0.05% 102
2021
Q4 		– Sell
-1,474
Closed -$323K – 198
2021
Q3 		$323K Buy
+1,474
New +$315K 0.06% 142

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

IBEX Wealth Advisors's ALB Position: Q3 2024 in Review

IBEX Wealth Advisors sold out of Albemarle (ALB) in Q3 2024, closing a stake of 1,609 shares — an estimated $154K sold.

IBEX Wealth Advisors first reported a position in ALB in Q3 2021 and held it in 3 quarters. The position peaked at $323K in Q3 2021. 802 funds tracked by Wall St. Rank hold ALB as of Q3 2024.

  • IBEX Wealth Advisors reported no remaining Albemarle position as of Q3 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 1,609 Albemarle shares in Q3 2024, an estimated $154K.
  • IBEX Wealth Advisors first reported a position in Albemarle in Q3 2021 and held it in 3 quarters.
  • IBEX Wealth Advisors's Albemarle position peaked at $323K in Q3 2021.
  • 802 funds tracked by Wall St. Rank held Albemarle as of Q3 2024.

Based on IBEX Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.