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Synergy Financial Group’s Albemarle ALB Stock Holding History

Synergy Financial Group’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
-963
Closed -$255K – 72
2022
Q3 		$255K Buy
+963
New +$245K 0.38% 71

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

Synergy Financial Group's ALB Position: Q4 2022 in Review

Synergy Financial Group sold out of Albemarle (ALB) in Q4 2022, closing a stake of 963 shares — an estimated $255K sold.

Synergy Financial Group first reported a position in ALB in Q3 2022 and held it in 1 quarter. The position peaked at $255K in Q3 2022. 1,020 funds tracked by Wall St. Rank hold ALB as of Q4 2022.

  • Synergy Financial Group reported no remaining Albemarle position as of Q4 2022 after selling out during the quarter.
  • Synergy Financial Group sold 963 Albemarle shares in Q4 2022, an estimated $255K.
  • Synergy Financial Group first reported a position in Albemarle in Q3 2022 and held it in 1 quarter.
  • Synergy Financial Group's Albemarle position peaked at $255K in Q3 2022.
  • 1,020 funds tracked by Wall St. Rank held Albemarle as of Q4 2022.

Based on Synergy Financial Group's 13F filing for Q4 2022, filed 3 Feb 2023.