Ropes Wealth Advisors’s Albemarle ALB Stock Holding History

Ropes 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
2021 Q1	–	Sell	-13	Closed	-$2K	–	267
2020 Q4	$2K	Buy	+13	New	+$1.54K	﹤0.01%	627
2020 Q2	–	Sell	-44	Closed	-$2K	–	567
2020 Q1	$2K	Buy	+44	New	+$3.37K	﹤0.01%	491
2018 Q1	–	Sell	-21	Closed	-$3K	–	587
2017 Q4	$3K	Buy	+21	New	+$2.85K	﹤0.01%	673

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

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return

Ropes Wealth Advisors's ALB Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Albemarle (ALB) in Q1 2021, closing a stake of 13 shares — an estimated $2K sold.

Ropes Wealth Advisors first reported a position in ALB in Q4 2017 and held it in 3 quarters. The position peaked at $3K in Q4 2017. 721 funds tracked by Wall St. Rank hold ALB as of Q1 2021.

Ropes Wealth Advisors reported no remaining Albemarle position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 13 Albemarle shares in Q1 2021, an estimated $2K.
Ropes Wealth Advisors first reported a position in Albemarle in Q4 2017 and held it in 3 quarters.
Ropes Wealth Advisors's Albemarle position peaked at $3K in Q4 2017.
721 funds tracked by Wall St. Rank held Albemarle as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.