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Mark Sheptoff Financial Planning’s Albemarle ALB Stock Holding History

Mark Sheptoff Financial Planning’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
Q2 		– Sell
-250
Closed -$55K – 380
2022
Q1 		$55K Buy
+250
New +$52.8K 0.03% 171

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mark Sheptoff Financial Planning's ALB Position: Q2 2022 in Review

Mark Sheptoff Financial Planning sold out of Albemarle (ALB) in Q2 2022, closing a stake of 250 shares — an estimated $55K sold.

Mark Sheptoff Financial Planning first reported a position in ALB in Q1 2022 and held it in 1 quarter. The position peaked at $55K in Q1 2022. 883 funds tracked by Wall St. Rank hold ALB as of Q2 2022.

  • Mark Sheptoff Financial Planning reported no remaining Albemarle position as of Q2 2022 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 250 Albemarle shares in Q2 2022, an estimated $55K.
  • Mark Sheptoff Financial Planning first reported a position in Albemarle in Q1 2022 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Albemarle position peaked at $55K in Q1 2022.
  • 883 funds tracked by Wall St. Rank held Albemarle as of Q2 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2022, filed 11 Aug 2022.