Jackson Grant Investment Advisers’s Albemarle ALB Stock Holding History

Jackson Grant Investment Advisers’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 Q2	–	Sell	-150	Closed	-$33.2K	–	417
2023 Q1	$33.2K	Hold	150	–	–	0.02%	219
2022 Q4	$32.5K	Hold	150	–	–	0.02%	214
2022 Q3	$40K	Hold	150	–	–	0.02%	194
2022 Q2	$31K	Hold	150	–	–	0.02%	232
2022 Q1	$33K	Hold	150	–	–	0.01%	239
2021 Q4	$35K	Hold	150	–	–	0.02%	197
2021 Q3	$33K	Hold	150	–	–	0.01%	242
2021 Q2	$25K	Hold	150	–	–	0.01%	271
2021 Q1	$22K	Hold	150	–	–	0.01%	279
2020 Q4	$22K	Buy	+150	New	+$17.8K	0.01%	248
2016 Q1	–	Sell	-739	Closed	-$41K	–	160
2015 Q4	$41K	Buy	+739	New	+$38K	0.04%	114

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

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

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

Jackson Grant Investment Advisers's ALB Position: Q2 2023 in Review

Jackson Grant Investment Advisers sold out of Albemarle (ALB) in Q2 2023, closing a stake of 150 shares — an estimated $33.2K sold.

Jackson Grant Investment Advisers first reported a position in ALB in Q4 2015 and held it in 11 quarters. The position peaked at $41K in Q4 2015. 1,023 funds tracked by Wall St. Rank hold ALB as of Q2 2023.

Jackson Grant Investment Advisers reported no remaining Albemarle position as of Q2 2023 after selling out during the quarter.
Jackson Grant Investment Advisers sold 150 Albemarle shares in Q2 2023, an estimated $33.2K.
Jackson Grant Investment Advisers first reported a position in Albemarle in Q4 2015 and held it in 11 quarters.
Jackson Grant Investment Advisers's Albemarle position peaked at $41K in Q4 2015.
1,023 funds tracked by Wall St. Rank held Albemarle as of Q2 2023.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2023, filed 1 Aug 2023.