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Mission Wealth Management’s Albemarle ALB Stock Holding History

Mission 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
Q1 		– Sell
-20,024
Closed -$2.95M – 443
2020
Q4 		$2.95M Hold
20,024
– – 0.18% 64
2020
Q3 		$1.79M Hold
20,024
– – 0.13% 78
2020
Q2 		$1.55M Hold
20,024
– – 0.13% 88
2020
Q1 		$1.13M Sell
20,024
-100
-0.5% -$7.66K 0.12% 92
2019
Q4 		$1.47M Buy
+20,124
New +$1.34M 0.14% 93

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return

Mission Wealth Management's ALB Position: Q1 2021 in Review

Mission Wealth Management sold out of Albemarle (ALB) in Q1 2021, closing a stake of 20,024 shares — an estimated $2.95M sold.

Mission Wealth Management first reported a position in ALB in Q4 2019 and held it in 5 quarters. The position peaked at $2.95M in Q4 2020. 721 funds tracked by Wall St. Rank hold ALB as of Q1 2021.

  • Mission Wealth Management reported no remaining Albemarle position as of Q1 2021 after selling out during the quarter.
  • Mission Wealth Management sold 20,024 Albemarle shares in Q1 2021, an estimated $2.95M.
  • Mission Wealth Management first reported a position in Albemarle in Q4 2019 and held it in 5 quarters.
  • Mission Wealth Management's Albemarle position peaked at $2.95M in Q4 2020.
  • 721 funds tracked by Wall St. Rank held Albemarle as of Q1 2021.

Based on Mission Wealth Management's 13F filing for Q1 2021, filed 10 May 2021.