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StrongBox Wealth’s Albemarle ALB Stock Holding History

StrongBox Wealth’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
-1,971
Closed -$260K – 88
2024
Q1 		$260K Sell
1,971
-265
-12% -$32.6K 0.14% 71
2023
Q4 		$323K Sell
2,236
-189
-8% -$26K 0.19% 61
2023
Q3 		$412K Buy
2,425
+1,015
+72% +$202K 0.26% 58
2023
Q2 		$315K Buy
1,410
+235
+20% +$48.1K 0.2% 70
2023
Q1 		$260K Buy
1,175
+20
+2% +$4.93K 0.17% 76
2022
Q4 		$250K Sell
1,155
-200
-15% -$53.3K 0.18% 69
2022
Q3 		$358K Buy
+1,355
New +$345K 0.26% 62
2022
Q1 		– Sell
-1,840
Closed -$430K – 89
2021
Q4 		$430K Sell
1,840
-80
-4% -$19.8K 0.21% 76
2021
Q3 		$420K Hold
1,920
– – 0.24% 73
2021
Q2 		$323K Buy
+1,920
New +$310K 0.19% 80

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

StrongBox Wealth's ALB Position: Q2 2024 in Review

StrongBox Wealth sold out of Albemarle (ALB) in Q2 2024, closing a stake of 1,971 shares — an estimated $260K sold.

StrongBox Wealth first reported a position in ALB in Q2 2021 and held it in 10 quarters. The position peaked at $430K in Q4 2021. 843 funds tracked by Wall St. Rank hold ALB as of Q2 2024.

  • StrongBox Wealth reported no remaining Albemarle position as of Q2 2024 after selling out during the quarter.
  • StrongBox Wealth sold 1,971 Albemarle shares in Q2 2024, an estimated $260K.
  • StrongBox Wealth first reported a position in Albemarle in Q2 2021 and held it in 10 quarters.
  • StrongBox Wealth's Albemarle position peaked at $430K in Q4 2021.
  • 843 funds tracked by Wall St. Rank held Albemarle as of Q2 2024.

Based on StrongBox Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.