Lenox Wealth Advisors’s Albemarle ALB Stock Holding History

Lenox 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
2022 Q1	$27K	Hold	126	–	–	﹤0.01%	337
2021 Q4	$29K	Hold	126	–	–	﹤0.01%	335
2021 Q3	$28K	Buy	126 +2	+2%	+$427	﹤0.01%	311
2021 Q2	$21K	Buy	124 +44	+55%	+$7.1K	﹤0.01%	348
2021 Q1	$12K	Buy	80 +23	+40%	+$3.69K	﹤0.01%	376
2020 Q4	$8K	Hold	57	–	–	﹤0.01%	448
2020 Q3	$5K	Buy	+57	New	+$5.05K	﹤0.01%	436
2019 Q2	–	Sell	-45	Closed	-$4K	–	409
2019 Q1	$4K	Buy	+45	New	+$3.68K	﹤0.01%	383
2016 Q1	–	Sell	-31	Closed	-$2K	–	252
2015 Q4	$2K	Buy	+31	New	+$1.6K	﹤0.01%	306

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

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Lenox Wealth Advisors's ALB Position: Q1 2022 in Review

Lenox Wealth Advisors held its Albemarle (ALB) position steady in Q1 2022 at 126 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #337.

Lenox Wealth Advisors first reported a position in ALB in Q4 2015 and has held it in 9 quarters since. The position peaked at $29K in Q4 2021. 858 funds tracked by Wall St. Rank hold ALB as of Q1 2022.

Lenox Wealth Advisors held 126 shares of Albemarle worth $27K as of Q1 2022.
Lenox Wealth Advisors left its Albemarle share count unchanged in Q1 2022.
Albemarle made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #337 holding.
Lenox Wealth Advisors first reported a position in Albemarle in Q4 2015 and has held it in 9 quarters since.
Lenox Wealth Advisors's Albemarle position peaked at $29K in Q4 2021.
858 funds tracked by Wall St. Rank held Albemarle as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.