TRUE Private Wealth Advisors’s Albemarle ALB Stock Holding History

TRUE Private 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
2020 Q3	–	Sell	-64	Closed	-$4K	–	687
2020 Q2	$4K	Hold	64	–	–	﹤0.01%	571
2020 Q1	$3K	Hold	64	–	–	﹤0.01%	563
2019 Q4	$4K	Buy	+64	New	+$4.27K	﹤0.01%	684
2019 Q3	–	Sell	-64	Closed	-$4K	–	222
2019 Q2	$4K	Buy	+64	New	+$4.72K	﹤0.01%	650
2018 Q4	–	Sell	-64	Closed	-$6.41K	–	247
2018 Q3	$6.41K	Buy	+64	New	+$6.19K	﹤0.01%	845

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

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

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

TRUE Private Wealth Advisors's ALB Position: Q3 2020 in Review

TRUE Private Wealth Advisors sold out of Albemarle (ALB) in Q3 2020, closing a stake of 64 shares — an estimated $4K sold.

TRUE Private Wealth Advisors first reported a position in ALB in Q3 2018 and held it in 5 quarters. The position peaked at $6.41K in Q3 2018. 574 funds tracked by Wall St. Rank hold ALB as of Q3 2020.

TRUE Private Wealth Advisors reported no remaining Albemarle position as of Q3 2020 after selling out during the quarter.
TRUE Private Wealth Advisors sold 64 Albemarle shares in Q3 2020, an estimated $4K.
TRUE Private Wealth Advisors first reported a position in Albemarle in Q3 2018 and held it in 5 quarters.
TRUE Private Wealth Advisors's Albemarle position peaked at $6.41K in Q3 2018.
574 funds tracked by Wall St. Rank held Albemarle as of Q3 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2020, filed 9 Oct 2020.