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Liberty Wealth Management’s Albemarle ALB Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-61
Closed -$14K – 195
2021
Q3 		$14K Buy
61
+14
+30% +$2.99K 0.01% 728
2021
Q2 		$8K Buy
47
+33
+236% +$5.33K ﹤0.01% 691
2021
Q1 		$2K Hold
14
– – ﹤0.01% 797
2020
Q4 		$2K Buy
+14
New +$1.66K ﹤0.01% 794
2020
Q1 		– Sell
-11
Closed – – 878
2019
Q4 		$0 Buy
+11
New +$734 ﹤0.01% 896
2019
Q3 		– Sell
-38
Closed -$3K – 855
2019
Q2 		$3K Buy
+38
New +$2.81K ﹤0.01% 713

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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Liberty Wealth Management's ALB Position: Q4 2021 in Review

Liberty Wealth Management sold out of Albemarle (ALB) in Q4 2021, closing a stake of 61 shares — an estimated $14K sold.

Liberty Wealth Management first reported a position in ALB in Q2 2019 and held it in 6 quarters. The position peaked at $14K in Q3 2021. 882 funds tracked by Wall St. Rank hold ALB as of Q4 2021.

  • Liberty Wealth Management reported no remaining Albemarle position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 61 Albemarle shares in Q4 2021, an estimated $14K.
  • Liberty Wealth Management first reported a position in Albemarle in Q2 2019 and held it in 6 quarters.
  • Liberty Wealth Management's Albemarle position peaked at $14K in Q3 2021.
  • 882 funds tracked by Wall St. Rank held Albemarle as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.