Symphony Financial’s Albemarle ALB Stock Holding History

Symphony Financial’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 Q2	–	Sell	-2,166	Closed	-$482K	–	187
2023 Q1	$482K	Buy	+2,166	New	+$534K	0.12%	140

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Symphony Financial's ALB Position: Q2 2023 in Review

Symphony Financial sold out of Albemarle (ALB) in Q2 2023, closing a stake of 2,166 shares — an estimated $482K sold.

Symphony Financial first reported a position in ALB in Q1 2023 and held it in 1 quarter. The position peaked at $482K in Q1 2023. 1,023 funds tracked by Wall St. Rank hold ALB as of Q2 2023.

Symphony Financial reported no remaining Albemarle position as of Q2 2023 after selling out during the quarter.
Symphony Financial sold 2,166 Albemarle shares in Q2 2023, an estimated $482K.
Symphony Financial first reported a position in Albemarle in Q1 2023 and held it in 1 quarter.
Symphony Financial's Albemarle position peaked at $482K in Q1 2023.
1,023 funds tracked by Wall St. Rank held Albemarle as of Q2 2023.

Based on Symphony Financial's 13F filing for Q2 2023, filed 12 Jul 2023.