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Robertson Stephens Wealth Management’s Albemarle ALB Stock Holding History

Robertson Stephens Wealth Management’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
2024
Q2 		– Sell
-1,700
Closed -$225K – 493
2024
Q1 		$225K Sell
1,700
-318
-16% -$39.2K 0.01% 467
2023
Q4 		$292K Sell
2,018
-40
-2% -$5.49K 0.02% 384
2023
Q3 		$351K Buy
2,058
+20
+1% +$3.98K 0.02% 360
2023
Q2 		$455K Buy
2,038
+29
+1% +$5.93K 0.03% 293
2023
Q1 		$445K Sell
2,009
-1
-0% -$246 0.03% 302
2022
Q4 		$437K Buy
2,010
+128
+7% +$34.1K 0.04% 278
2022
Q3 		$498K Sell
1,882
-77
-4% -$19.6K 0.05% 221
2022
Q2 		$410K Buy
1,959
+71
+4% +$15.8K 0.04% 259
2022
Q1 		$418K Buy
1,888
+250
+15% +$52.8K 0.04% 270
2021
Q4 		$383K Buy
1,638
+125
+8% +$30.9K 0.03% 292
2021
Q3 		$331K Hold
1,513
– – 0.04% 248
2021
Q2 		$255K Sell
1,513
-9
-0.6% -$1.45K 0.03% 287
2021
Q1 		$222K Buy
+1,522
New +$244K 0.04% 275

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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Robertson Stephens Wealth Management's ALB Position: Q2 2024 in Review

Robertson Stephens Wealth Management sold out of Albemarle (ALB) in Q2 2024, closing a stake of 1,700 shares — an estimated $225K sold.

Robertson Stephens Wealth Management first reported a position in ALB in Q1 2021 and held it in 13 quarters. The position peaked at $498K in Q3 2022. 843 funds tracked by Wall St. Rank hold ALB as of Q2 2024.

  • Robertson Stephens Wealth Management reported no remaining Albemarle position as of Q2 2024 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 1,700 Albemarle shares in Q2 2024, an estimated $225K.
  • Robertson Stephens Wealth Management first reported a position in Albemarle in Q1 2021 and held it in 13 quarters.
  • Robertson Stephens Wealth Management's Albemarle position peaked at $498K in Q3 2022.
  • 843 funds tracked by Wall St. Rank held Albemarle as of Q2 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.