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Morton Brown Family Wealth’s Albemarle ALB Stock Holding History

Morton Brown Family Wealth’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 		– Sell
-10
Closed -$2.21K – 179
2023
Q1 		$2.21K Buy
+10
New +$2.46K ﹤0.01% 186

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
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 $97.9B AUM 20.73% 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

Morton Brown Family Wealth's ALB Position: Q2 2023 in Review

Morton Brown Family Wealth sold out of Albemarle (ALB) in Q2 2023, closing a stake of 10 shares — an estimated $2.21K sold.

Morton Brown Family Wealth first reported a position in ALB in Q1 2023 and held it in 1 quarter. The position peaked at $2.21K in Q1 2023. 1,023 funds tracked by Wall St. Rank hold ALB as of Q2 2023.

  • Morton Brown Family Wealth reported no remaining Albemarle position as of Q2 2023 after selling out during the quarter.
  • Morton Brown Family Wealth sold 10 Albemarle shares in Q2 2023, an estimated $2.21K.
  • Morton Brown Family Wealth first reported a position in Albemarle in Q1 2023 and held it in 1 quarter.
  • Morton Brown Family Wealth's Albemarle position peaked at $2.21K in Q1 2023.
  • 1,023 funds tracked by Wall St. Rank held Albemarle as of Q2 2023.

Based on Morton Brown Family Wealth's 13F filing for Q2 2023, filed 25 Jul 2023.