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Outlook Wealth Advisors’s Albemarle ALB Stock Holding History

Outlook Wealth Advisors’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
Q4 		– Sell
-2,383
Closed -$405K – 247
2023
Q3 		$405K Buy
2,383
+58
+2% +$11.6K 0.15% 140
2023
Q2 		$519K Buy
+2,325
New +$475K 0.2% 125

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Outlook Wealth Advisors's ALB Position: Q4 2023 in Review

Outlook Wealth Advisors sold out of Albemarle (ALB) in Q4 2023, closing a stake of 2,383 shares — an estimated $405K sold.

Outlook Wealth Advisors first reported a position in ALB in Q2 2023 and held it in 2 quarters. The position peaked at $519K in Q2 2023. 940 funds tracked by Wall St. Rank hold ALB as of Q4 2023.

  • Outlook Wealth Advisors reported no remaining Albemarle position as of Q4 2023 after selling out during the quarter.
  • Outlook Wealth Advisors sold 2,383 Albemarle shares in Q4 2023, an estimated $405K.
  • Outlook Wealth Advisors first reported a position in Albemarle in Q2 2023 and held it in 2 quarters.
  • Outlook Wealth Advisors's Albemarle position peaked at $519K in Q2 2023.
  • 940 funds tracked by Wall St. Rank held Albemarle as of Q4 2023.

Based on Outlook Wealth Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.