Naviter Wealth’s Albemarle ALB Stock Holding History

Naviter 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 Q3	–	Sell	-2,455	Closed	-$549K	–	211
2023 Q2	$549K	Buy	+2,455	New	+$502K	0.14%	169

Other funds holding ALB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Naviter Wealth's ALB Position: Q3 2023 in Review

Naviter Wealth sold out of Albemarle (ALB) in Q3 2023, closing a stake of 2,455 shares — an estimated $549K sold.

Naviter Wealth first reported a position in ALB in Q2 2023 and held it in 1 quarter. The position peaked at $549K in Q2 2023. 1,002 funds tracked by Wall St. Rank hold ALB as of Q3 2023.

Naviter Wealth reported no remaining Albemarle position as of Q3 2023 after selling out during the quarter.
Naviter Wealth sold 2,455 Albemarle shares in Q3 2023, an estimated $549K.
Naviter Wealth first reported a position in Albemarle in Q2 2023 and held it in 1 quarter.
Naviter Wealth's Albemarle position peaked at $549K in Q2 2023.
1,002 funds tracked by Wall St. Rank held Albemarle as of Q3 2023.

Based on Naviter Wealth's 13F filing for Q3 2023, filed 14 Nov 2023.