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Peak Financial Advisors’s Albemarle ALB Stock Holding History

Peak Financial 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
Q3 		– Sell
-7,147
Closed -$1.59M – 54
2023
Q2 		$1.59M Buy
7,147
+700
+11% +$143K 1.25% 34
2023
Q1 		$1.43M Buy
6,447
+608
+10% +$150K 1.2% 30
2022
Q4 		$1.27M Sell
5,839
-5,112
-47% -$1.36M 1.15% 31
2022
Q3 		$2.9M Sell
10,951
-437
-4% -$111K 3.56% 8
2022
Q2 		$2.38M Sell
11,388
-268
-2% -$59.8K 2.36% 10
2022
Q1 		$2.58M Buy
11,656
+2,384
+26% +$504K 2.21% 16
2021
Q4 		$2.17M Buy
9,272
+133
+1% +$32.9K 1.67% 25
2021
Q3 		$2M Sell
9,139
-537
-6% -$115K 1.76% 21
2021
Q2 		$1.63M Buy
9,676
+177
+2% +$28.6K 1.4% 28
2021
Q1 		$1.39M Sell
9,499
-5,598
-37% -$898K 1.17% 30
2020
Q4 		$2.23M Buy
+15,097
New +$1.79M 1.92% 16

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Peak Financial Advisors's ALB Position: Q3 2023 in Review

Peak Financial Advisors sold out of Albemarle (ALB) in Q3 2023, closing a stake of 7,147 shares — an estimated $1.59M sold.

Peak Financial Advisors first reported a position in ALB in Q4 2020 and held it in 11 quarters. The position peaked at $2.9M in Q3 2022. 1,002 funds tracked by Wall St. Rank hold ALB as of Q3 2023.

  • Peak Financial Advisors reported no remaining Albemarle position as of Q3 2023 after selling out during the quarter.
  • Peak Financial Advisors sold 7,147 Albemarle shares in Q3 2023, an estimated $1.59M.
  • Peak Financial Advisors first reported a position in Albemarle in Q4 2020 and held it in 11 quarters.
  • Peak Financial Advisors's Albemarle position peaked at $2.9M in Q3 2022.
  • 1,002 funds tracked by Wall St. Rank held Albemarle as of Q3 2023.

Based on Peak Financial Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.