SWA
ALB icon

Sutton Wealth Advisors’s Albemarle ALB Stock Holding History

Sutton 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
2023
Q3 		$38.4K Sell
226
-7
-3% -$1.4K 0.02% 263
2023
Q2 		$52K Buy
233
+169
+264% +$34.6K 0.03% 221
2023
Q1 		$14.1K Sell
64
-6
-9% -$1.48K 0.01% 356
2022
Q4 		$15.2K Sell
70
-2
-3% -$533 0.01% 803
2022
Q3 		$19K Buy
72
+2
+3% +$509 0.01% 680
2022
Q2 		$14.6K Buy
70
+11
+19% +$2.45K 0.01% 776
2022
Q1 		$13K Buy
59
+19
+48% +$4.01K ﹤0.01% 860
2021
Q4 		$9.35K Buy
40
+6
+18% +$1.49K ﹤0.01% 950
2021
Q3 		$7.45K Buy
34
+1
+3% +$214 ﹤0.01% 998
2021
Q2 		$5.56K Hold
33
– – ﹤0.01% 1028
2021
Q1 		$4.82K Hold
33
– – ﹤0.01% 1019
2020
Q4 		$4.87K Hold
33
– – ﹤0.01% 984
2020
Q3 		$2.95K Hold
33
– – ﹤0.01% 1026
2020
Q2 		$2.55K Sell
33
-6
-15% -$408 ﹤0.01% 1030
2020
Q1 		$2.2K Buy
39
+17
+77% +$1.3K ﹤0.01% 1028
2019
Q4 		$1.61K Hold
22
– – ﹤0.01% 1082
2019
Q3 		$1.53K Buy
22
+3
+16% +$204 ﹤0.01% 1082
2019
Q2 		$1.34K Buy
19
+12
+171% +$886 ﹤0.01% 1087
2019
Q1 		$574 Hold
7
– – ﹤0.01% 1144
2018
Q4 		$539 Hold
7
– – ﹤0.01% 1086
2018
Q3 		$698 Hold
7
– – ﹤0.01% 1063
2018
Q2 		$660 Hold
7
– – ﹤0.01% 1080
2018
Q1 		$649 Hold
7
– – ﹤0.01% 1070
2017
Q4 		$895 Hold
7
– – ﹤0.01% 1016
2017
Q3 		$954 Hold
7
– – ﹤0.01% 1003
2017
Q2 		$739 Hold
7
– – ﹤0.01% 1013
2017
Q1 		$739 Hold
7
– – ﹤0.01% 993
2016
Q4 		$603 Hold
7
– – ﹤0.01% 1002
2016
Q3 		$598 Hold
7
– – ﹤0.01% 993
2016
Q2 		$555 Hold
7
– – ﹤0.01% 965
2016
Q1 		$448 Buy
+7
New +$384 ﹤0.01% 968

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Sutton Wealth Advisors's ALB Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its Albemarle (ALB) stake by 3% in Q3 2023, selling an estimated $1.4K and leaving 226 shares worth $38.4K. The position accounts for 0.02% of the portfolio, ranked #263.

Sutton Wealth Advisors first reported a position in ALB in Q1 2016 and has held it in 31 quarters since. The position peaked at $52K in Q2 2023. 1,003 funds tracked by Wall St. Rank hold ALB as of Q3 2023.

  • Sutton Wealth Advisors held 226 shares of Albemarle worth $38.4K as of Q3 2023.
  • Sutton Wealth Advisors sold 7 Albemarle shares in Q3 2023, an estimated $1.4K.
  • Albemarle made up 0.02% of Sutton Wealth Advisors's portfolio in Q3 2023, its #263 holding.
  • Sutton Wealth Advisors first reported a position in Albemarle in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Albemarle position peaked at $52K in Q2 2023.
  • 1,003 funds tracked by Wall St. Rank held Albemarle as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.