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Personal Capital Advisors’s Albemarle ALB Stock Holding History

Personal Capital 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
2022
Q4 		$60.3M Sell
278,145
-66,249
-19% -$17.7M 0.29% 79
2022
Q3 		$91.1M Buy
344,394
+258
+0.1% +$65.6K 0.49% 37
2022
Q2 		$71.9M Buy
344,136
+3,371
+1% +$752K 0.38% 54
2022
Q1 		$75.4M Sell
340,765
-8,259
-2% -$1.74M 0.35% 69
2021
Q4 		$81.7M Buy
349,024
+2,416
+0.7% +$598K 0.38% 54
2021
Q3 		$75.9M Buy
346,608
+12,439
+4% +$2.66M 0.38% 52
2021
Q2 		$56.3M Buy
334,169
+23,684
+8% +$3.82M 0.29% 83
2021
Q1 		$45.4M Sell
310,485
-134,118
-30% -$21.5M 0.26% 94
2020
Q4 		$65.6M Buy
444,603
+2,662
+0.6% +$316K 0.42% 48
2020
Q3 		$39.5M Buy
441,941
+7,053
+2% +$625K 0.3% 82
2020
Q2 		$33.6M Buy
434,888
+21,776
+5% +$1.48M 0.28% 86
2020
Q1 		$23.4M Buy
413,112
+47,969
+13% +$3.68M 0.23% 97
2019
Q4 		$26.7M Buy
365,143
+70,262
+24% +$4.69M 0.22% 103
2019
Q3 		$20.5M Sell
294,881
-631
-0.2% -$43K 0.2% 108
2019
Q2 		$20.8M Buy
295,512
+78,023
+36% +$5.76M 0.21% 103
2019
Q1 		$17.8M Buy
217,489
+48,973
+29% +$4M 0.2% 105
2018
Q4 		$13M Sell
168,516
-61,875
-27% -$5.84M 0.17% 109
2018
Q3 		$23M Buy
230,391
+17,068
+8% +$1.65M 0.29% 90
2018
Q2 		$20.1M Buy
213,323
+29,667
+16% +$2.85M 0.28% 92
2018
Q1 		$17M Buy
+183,656
New +$20.2M 0.27% 94

Other funds holding ALB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Personal Capital Advisors's ALB Position: Q4 2022 in Review

Personal Capital Advisors reduced its Albemarle (ALB) stake by 19% in Q4 2022, selling an estimated $17.7M and leaving 278,145 shares worth $60.3M. The position accounts for 0.29% of the portfolio, ranked #79.

Personal Capital Advisors first reported a position in ALB in Q1 2018 and has held it in 20 quarters since. The position peaked at $91.1M in Q3 2022. 1,020 funds tracked by Wall St. Rank hold ALB as of Q4 2022.

  • Personal Capital Advisors held 278,145 shares of Albemarle worth $60.3M as of Q4 2022.
  • Personal Capital Advisors sold 66,249 Albemarle shares in Q4 2022, an estimated $17.7M.
  • Albemarle made up 0.29% of Personal Capital Advisors's portfolio in Q4 2022, its #79 holding.
  • Personal Capital Advisors first reported a position in Albemarle in Q1 2018 and has held it in 20 quarters since.
  • Personal Capital Advisors's Albemarle position peaked at $91.1M in Q3 2022.
  • 1,020 funds tracked by Wall St. Rank held Albemarle as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.