TSWM
ALB icon

Tyler-Stone Wealth Management’s Albemarle ALB Stock Holding History

Tyler-Stone 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
Q3 		– Sell
-168
Closed -$16K – 336
2024
Q2 		$16K Sell
168
-20
-11% -$2.38K 0.01% 565
2024
Q1 		$24.8K Hold
188
– – 0.01% 487
2023
Q4 		$27.2K Sell
188
-20
-10% -$2.75K 0.01% 455
2023
Q3 		$35K Buy
+208
New +$41.4K 0.02% 386

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Tyler-Stone Wealth Management's ALB Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Albemarle (ALB) in Q3 2024, closing a stake of 168 shares — an estimated $16K sold.

Tyler-Stone Wealth Management first reported a position in ALB in Q3 2023 and held it in 4 quarters. The position peaked at $35K in Q3 2023. 802 funds tracked by Wall St. Rank hold ALB as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Albemarle position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 168 Albemarle shares in Q3 2024, an estimated $16K.
  • Tyler-Stone Wealth Management first reported a position in Albemarle in Q3 2023 and held it in 4 quarters.
  • Tyler-Stone Wealth Management's Albemarle position peaked at $35K in Q3 2023.
  • 802 funds tracked by Wall St. Rank held Albemarle as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.