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SS&H Financial Advisors’s Albemarle ALB Stock Holding History

SS&H 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
2022
Q3 		– Sell
-1,025
Closed -$214K – 115
2022
Q2 		$214K Hold
1,025
– – 0.1% 119
2022
Q1 		$227K Buy
+1,025
New +$216K 0.09% 126

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

SS&H Financial Advisors's ALB Position: Q3 2022 in Review

SS&H Financial Advisors sold out of Albemarle (ALB) in Q3 2022, closing a stake of 1,025 shares — an estimated $214K sold.

SS&H Financial Advisors first reported a position in ALB in Q1 2022 and held it in 2 quarters. The position peaked at $227K in Q1 2022. 966 funds tracked by Wall St. Rank hold ALB as of Q3 2022.

  • SS&H Financial Advisors reported no remaining Albemarle position as of Q3 2022 after selling out during the quarter.
  • SS&H Financial Advisors sold 1,025 Albemarle shares in Q3 2022, an estimated $214K.
  • SS&H Financial Advisors first reported a position in Albemarle in Q1 2022 and held it in 2 quarters.
  • SS&H Financial Advisors's Albemarle position peaked at $227K in Q1 2022.
  • 966 funds tracked by Wall St. Rank held Albemarle as of Q3 2022.

Based on SS&H Financial Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.