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Mosley Wealth Management’s Albemarle ALB Stock Holding History

Mosley 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
2024
Q2 		– Sell
-1,584
Closed -$209K – 103
2024
Q1 		$209K Sell
1,584
-30
-2% -$3.69K 0.2% 91
2023
Q4 		$233K Buy
+1,614
New +$222K 0.23% 85

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Mosley Wealth Management's ALB Position: Q2 2024 in Review

Mosley Wealth Management sold out of Albemarle (ALB) in Q2 2024, closing a stake of 1,584 shares — an estimated $209K sold.

Mosley Wealth Management first reported a position in ALB in Q4 2023 and held it in 2 quarters. The position peaked at $233K in Q4 2023. 843 funds tracked by Wall St. Rank hold ALB as of Q2 2024.

  • Mosley Wealth Management reported no remaining Albemarle position as of Q2 2024 after selling out during the quarter.
  • Mosley Wealth Management sold 1,584 Albemarle shares in Q2 2024, an estimated $209K.
  • Mosley Wealth Management first reported a position in Albemarle in Q4 2023 and held it in 2 quarters.
  • Mosley Wealth Management's Albemarle position peaked at $233K in Q4 2023.
  • 843 funds tracked by Wall St. Rank held Albemarle as of Q2 2024.

Based on Mosley Wealth Management's 13F filing for Q2 2024, filed 6 Aug 2024.