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Laurel Wealth Advisors (California)’s Albemarle ALB Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q4 		$767K Sell
3,535
-55
-2% -$14.7K 0.08% 272
2022
Q3 		$949K Sell
3,590
-50
-1% -$12.7K 0.1% 217
2022
Q2 		$761K Sell
3,640
-311
-8% -$69.4K 0.08% 258
2022
Q1 		$874K Sell
3,951
-445
-10% -$94K 0.07% 266
2021
Q4 		$1.03M Buy
4,396
+80
+2% +$19.8K 0.08% 248
2021
Q3 		$945K Buy
4,316
+5
+0.1% +$1.07K 0.17% 140
2021
Q2 		$726K Buy
4,311
+78
+2% +$12.6K 0.09% 217
2021
Q1 		$618K Buy
4,233
+1,226
+41% +$197K 0.09% 214
2020
Q4 		$444K Sell
3,007
-163
-5% -$19.4K 0.07% 269
2020
Q3 		$283K Sell
3,170
-55
-2% -$4.87K 0.05% 311
2020
Q2 		$249K Buy
+3,225
New +$219K 0.05% 323
2020
Q1 		– Sell
-3,858
Closed -$282K – 357
2019
Q4 		$282K Buy
+3,858
New +$258K 0.05% 364

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Laurel Wealth Advisors (California)'s ALB Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Albemarle (ALB) stake by 1.5% in Q4 2022, selling an estimated $14.7K and leaving 3,535 shares worth $767K. The position accounts for 0.08% of the portfolio, ranked #272.

Laurel Wealth Advisors (California) first reported a position in ALB in Q4 2019 and has held it in 12 quarters since. The position peaked at $1.03M in Q4 2021. 1,020 funds tracked by Wall St. Rank hold ALB as of Q4 2022.

  • Laurel Wealth Advisors (California) held 3,535 shares of Albemarle worth $767K as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 55 Albemarle shares in Q4 2022, an estimated $14.7K.
  • Albemarle made up 0.08% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #272 holding.
  • Laurel Wealth Advisors (California) first reported a position in Albemarle in Q4 2019 and has held it in 12 quarters since.
  • Laurel Wealth Advisors (California)'s Albemarle position peaked at $1.03M in Q4 2021.
  • 1,020 funds tracked by Wall St. Rank held Albemarle as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.