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Vontobel Swiss Wealth Advisors’s Albemarle ALB Stock Holding History

Vontobel Swiss 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
2019
Q4 		– Sell
-3,865
Closed -$269K – 96
2019
Q3 		$269K Sell
3,865
-2,135
-36% -$145K 0.17% 91
2019
Q2 		$422K Buy
+6,000
New +$443K 0.23% 87

Other funds holding ALB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's ALB Position: Q4 2019 in Review

Vontobel Swiss Wealth Advisors sold out of Albemarle (ALB) in Q4 2019, closing a stake of 3,865 shares — an estimated $269K sold.

Vontobel Swiss Wealth Advisors first reported a position in ALB in Q2 2019 and held it in 2 quarters. The position peaked at $422K in Q2 2019. 563 funds tracked by Wall St. Rank hold ALB as of Q4 2019.

  • Vontobel Swiss Wealth Advisors reported no remaining Albemarle position as of Q4 2019 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 3,865 Albemarle shares in Q4 2019, an estimated $269K.
  • Vontobel Swiss Wealth Advisors first reported a position in Albemarle in Q2 2019 and held it in 2 quarters.
  • Vontobel Swiss Wealth Advisors's Albemarle position peaked at $422K in Q2 2019.
  • 563 funds tracked by Wall St. Rank held Albemarle as of Q4 2019.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q4 2019, filed 5 Feb 2020.