Insight Wealth Strategies’s Albemarle ALB Stock Holding History

Insight Wealth Strategies’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 Q1	–	Sell	-9,360	Closed	-$1.35M	–	160
2023 Q4	$1.35M	Buy	9,360 +3,515	+60%	+$483K	0.22%	106
2023 Q3	$994K	Buy	5,845 +421	+8%	+$83.9K	0.19%	98
2023 Q2	$1.21M	Buy	5,424 +69	+1%	+$14.1K	0.23%	84
2023 Q1	$1.18M	Buy	5,355 +70	+1%	+$17.2K	0.23%	82
2022 Q4	$1.15M	Buy	+5,285	New	+$1.41M	0.22%	80

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

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Insight Wealth Strategies's ALB Position: Q1 2024 in Review

Insight Wealth Strategies sold out of Albemarle (ALB) in Q1 2024, closing a stake of 9,360 shares — an estimated $1.35M sold.

Insight Wealth Strategies first reported a position in ALB in Q4 2022 and held it in 5 quarters. The position peaked at $1.35M in Q4 2023. 916 funds tracked by Wall St. Rank hold ALB as of Q1 2024.

Insight Wealth Strategies reported no remaining Albemarle position as of Q1 2024 after selling out during the quarter.
Insight Wealth Strategies sold 9,360 Albemarle shares in Q1 2024, an estimated $1.35M.
Insight Wealth Strategies first reported a position in Albemarle in Q4 2022 and held it in 5 quarters.
Insight Wealth Strategies's Albemarle position peaked at $1.35M in Q4 2023.
916 funds tracked by Wall St. Rank held Albemarle as of Q1 2024.

Based on Insight Wealth Strategies's 13F filing for Q1 2024, filed 5 Apr 2024.