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Lumature Wealth Partners’s Albemarle ALB Stock Holding History

Lumature Wealth Partners’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 		$264K Sell
1,185
-7
-0.6% -$1.43K 0.16% 128
2023
Q1 		$263K Buy
1,192
+2
+0.2% +$493 0.15% 120
2022
Q4 		$258K Sell
1,190
-65
-5% -$17.3K 0.14% 122
2022
Q3 		$332K Buy
1,255
+19
+2% +$4.83K 0.18% 96
2022
Q2 		$258K Buy
1,236
+123
+11% +$27.4K 0.11% 129
2022
Q1 		$246K Buy
+1,113
New +$235K 0.1% 143

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Lumature Wealth Partners's ALB Position: Q2 2023 in Review

Lumature Wealth Partners reduced its Albemarle (ALB) stake by 0.59% in Q2 2023, selling an estimated $1.43K and leaving 1,185 shares worth $264K. The position accounts for 0.16% of the portfolio, ranked #128.

Lumature Wealth Partners first reported a position in ALB in Q1 2022 and has held it in 6 quarters since. The position peaked at $332K in Q3 2022. 1,024 funds tracked by Wall St. Rank hold ALB as of Q2 2023.

  • Lumature Wealth Partners held 1,185 shares of Albemarle worth $264K as of Q2 2023.
  • Lumature Wealth Partners sold 7 Albemarle shares in Q2 2023, an estimated $1.43K.
  • Albemarle made up 0.16% of Lumature Wealth Partners's portfolio in Q2 2023, its #128 holding.
  • Lumature Wealth Partners first reported a position in Albemarle in Q1 2022 and has held it in 6 quarters since.
  • Lumature Wealth Partners's Albemarle position peaked at $332K in Q3 2022.
  • 1,024 funds tracked by Wall St. Rank held Albemarle as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.