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Lineweaver Wealth Advisors’s Albemarle ALB Stock Holding History

Lineweaver 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
2024
Q2 		– Sell
-3,776
Closed -$498K – 127
2024
Q1 		$498K Buy
3,776
+675
+22% +$83.1K 0.12% 101
2023
Q4 		$448K Buy
3,101
+1,894
+157% +$260K 0.12% 104
2023
Q3 		$205K Buy
+1,207
New +$240K 0.06% 130

Other funds holding ALB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Lineweaver Wealth Advisors's ALB Position: Q2 2024 in Review

Lineweaver Wealth Advisors sold out of Albemarle (ALB) in Q2 2024, closing a stake of 3,776 shares — an estimated $498K sold.

Lineweaver Wealth Advisors first reported a position in ALB in Q3 2023 and held it in 3 quarters. The position peaked at $498K in Q1 2024. 844 funds tracked by Wall St. Rank hold ALB as of Q2 2024.

  • Lineweaver Wealth Advisors reported no remaining Albemarle position as of Q2 2024 after selling out during the quarter.
  • Lineweaver Wealth Advisors sold 3,776 Albemarle shares in Q2 2024, an estimated $498K.
  • Lineweaver Wealth Advisors first reported a position in Albemarle in Q3 2023 and held it in 3 quarters.
  • Lineweaver Wealth Advisors's Albemarle position peaked at $498K in Q1 2024.
  • 844 funds tracked by Wall St. Rank held Albemarle as of Q2 2024.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.