Plante Moran Financial Advisors’s Albemarle ALB Stock Holding History

Plante Moran 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 Q1	–	Sell	-46	Closed	-$11.3K	–	793
2022 Q4	$9.98K	Hold	46	–	–	﹤0.01%	581
2022 Q3	$12K	Buy	+46	New	+$11.7K	﹤0.01%	549
2022 Q2	–	Sell	-20	Closed	-$4.46K	–	969
2022 Q1	$4K	Sell	20 -9	-31%	-$1.9K	﹤0.01%	688
2021 Q4	$7K	Buy	+29	New	+$7.18K	﹤0.01%	748
2019 Q1	–	Sell	-23	Closed	-$2K	–	765
2018 Q4	$2K	Buy	+23	New	+$2.17K	﹤0.01%	687
2015 Q1	–	Sell	-183	Closed	-$11K	–	718
2014 Q4	$11K	Hold	183	–	–	0.01%	512
2014 Q3	$11K	Sell	183 -36	-16%	-$2.34K	0.01%	508
2014 Q2	$16K	Hold	219	–	–	0.01%	417
2014 Q1	$15K	Hold	219	–	–	0.02%	286
2013 Q4	$14K	Hold	219	–	–	0.01%	394
2013 Q3	$14K	Hold	219	–	–	0.01%	330
2013 Q2	$14K	Buy	+219	New	+$13.8K	0.01%	287

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

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

Plante Moran Financial Advisors's ALB Position: Q1 2023 in Review

Plante Moran Financial Advisors sold out of Albemarle (ALB) in Q1 2023, closing a stake of 46 shares — an estimated $11.3K sold.

Plante Moran Financial Advisors first reported a position in ALB in Q2 2013 and held it in 12 quarters. The position peaked at $16K in Q2 2014. 1,024 funds tracked by Wall St. Rank hold ALB as of Q1 2023.

Plante Moran Financial Advisors reported no remaining Albemarle position as of Q1 2023 after selling out during the quarter.
Plante Moran Financial Advisors sold 46 Albemarle shares in Q1 2023, an estimated $11.3K.
Plante Moran Financial Advisors first reported a position in Albemarle in Q2 2013 and held it in 12 quarters.
Plante Moran Financial Advisors's Albemarle position peaked at $16K in Q2 2014.
1,024 funds tracked by Wall St. Rank held Albemarle as of Q1 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2023, filed 8 May 2023.