Tradition Wealth Management’s Albemarle ALB Stock Holding History

Tradition Wealth Management’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 Q1	–	Sell	-755	Closed	-$109K	–	417
2023 Q4	$109K	Buy	755 +648	+606%	+$89K	0.01%	448
2023 Q3	$18K	Buy	107 +3	+3%	+$598	﹤0.01%	863
2023 Q2	$23K	Buy	+104	New	+$21.3K	﹤0.01%	836
2023 Q1	–	Sell	-21	Closed	-$5K	–	1290
2022 Q4	$5K	Hold	21	–	–	﹤0.01%	1028
2022 Q3	$6K	Buy	21 +1	+5%	+$254	﹤0.01%	1020
2022 Q2	$4K	Sell	20 -230	-92%	-$51.3K	﹤0.01%	984
2022 Q1	$55K	Hold	250	–	–	0.01%	489
2021 Q4	$58K	Buy	250 +50	+25%	+$12.4K	0.01%	498
2021 Q3	$44K	Hold	200	–	–	0.01%	534
2021 Q2	$34K	Buy	+200	New	+$32.3K	0.01%	628

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Tradition Wealth Management's ALB Position: Q1 2024 in Review

Tradition Wealth Management sold out of Albemarle (ALB) in Q1 2024, closing a stake of 755 shares — an estimated $109K sold.

Tradition Wealth Management first reported a position in ALB in Q2 2021 and held it in 10 quarters. The position peaked at $109K in Q4 2023. 916 funds tracked by Wall St. Rank hold ALB as of Q1 2024.

Tradition Wealth Management reported no remaining Albemarle position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 755 Albemarle shares in Q1 2024, an estimated $109K.
Tradition Wealth Management first reported a position in Albemarle in Q2 2021 and held it in 10 quarters.
Tradition Wealth Management's Albemarle position peaked at $109K in Q4 2023.
916 funds tracked by Wall St. Rank held Albemarle as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.