TCI Wealth Advisors’s Albemarle ALB Stock Holding History

TCI 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 Q2	–	Sell	-195	Closed	-$43.2K	–	271
2023 Q1	$43.2K	Hold	195	–	–	0.01%	463
2022 Q4	$42.3K	Sell	195 -106	-35%	-$28.3K	0.01%	452
2022 Q3	$80K	Buy	301 +110	+58%	+$28K	0.01%	278
2022 Q2	$40K	Hold	191	–	–	0.01%	427
2022 Q1	$42K	Sell	191 -2	-1%	-$422	0.01%	453
2021 Q4	$45K	Buy	193 +1	+0.5%	+$247	0.01%	436
2021 Q3	$42K	Buy	192 +19	+11%	+$4.06K	0.01%	469
2021 Q2	$29K	Buy	173 +52	+43%	+$8.39K	﹤0.01%	514
2021 Q1	$18K	Buy	121 +21	+21%	+$3.37K	0.01%	599
2020 Q4	$15K	Buy	100 +95	+1,900%	+$11.3K	0.01%	550
2020 Q3	$0	Buy	+5	New	+$443	﹤0.01%	1522
2020 Q2	–	Sell	-8	Closed	–	–	1444
2020 Q1	$0	Sell	8 -15	-65%	-$1.15K	﹤0.01%	1448
2019 Q4	$2K	Sell	23 -76	-77%	-$5.07K	﹤0.01%	1089
2019 Q3	$7K	Buy	+99	New	+$6.74K	﹤0.01%	711
2019 Q2	–	Sell	-3	Closed	–	–	1405
2019 Q1	$0	Buy	+3	New	+$245	﹤0.01%	1403

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

TCI Wealth Advisors's ALB Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Albemarle (ALB) in Q2 2023, closing a stake of 195 shares — an estimated $43.2K sold.

TCI Wealth Advisors first reported a position in ALB in Q1 2019 and held it in 15 quarters. The position peaked at $80K in Q3 2022. 1,023 funds tracked by Wall St. Rank hold ALB as of Q2 2023.

TCI Wealth Advisors reported no remaining Albemarle position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 195 Albemarle shares in Q2 2023, an estimated $43.2K.
TCI Wealth Advisors first reported a position in Albemarle in Q1 2019 and held it in 15 quarters.
TCI Wealth Advisors's Albemarle position peaked at $80K in Q3 2022.
1,023 funds tracked by Wall St. Rank held Albemarle as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.