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Selective Wealth Management’s Albemarle ALB Stock Holding History

Selective 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
2022
Q4 		– Sell
-400
Closed -$106K – 149
2022
Q3 		$106K Hold
400
– – 0.05% 200
2022
Q2 		$84K Buy
+400
New +$89.2K 0.03% 248

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Selective Wealth Management's ALB Position: Q4 2022 in Review

Selective Wealth Management sold out of Albemarle (ALB) in Q4 2022, closing a stake of 400 shares — an estimated $106K sold.

Selective Wealth Management first reported a position in ALB in Q2 2022 and held it in 2 quarters. The position peaked at $106K in Q3 2022. 1,020 funds tracked by Wall St. Rank hold ALB as of Q4 2022.

  • Selective Wealth Management reported no remaining Albemarle position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 400 Albemarle shares in Q4 2022, an estimated $106K.
  • Selective Wealth Management first reported a position in Albemarle in Q2 2022 and held it in 2 quarters.
  • Selective Wealth Management's Albemarle position peaked at $106K in Q3 2022.
  • 1,020 funds tracked by Wall St. Rank held Albemarle as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.