Wealth Effects’s Albemarle ALB Stock Holding History

Wealth Effects’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 Q4	–	Sell	-1,300	Closed	-$221K	–	228
2023 Q3	$221K	Buy	+1,300	New	+$259K	0.11%	153

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Wealth Effects's ALB Position: Q4 2023 in Review

Wealth Effects sold out of Albemarle (ALB) in Q4 2023, closing a stake of 1,300 shares — an estimated $221K sold.

Wealth Effects first reported a position in ALB in Q3 2023 and held it in 1 quarter. The position peaked at $221K in Q3 2023. 940 funds tracked by Wall St. Rank hold ALB as of Q4 2023.

Wealth Effects reported no remaining Albemarle position as of Q4 2023 after selling out during the quarter.
Wealth Effects sold 1,300 Albemarle shares in Q4 2023, an estimated $221K.
Wealth Effects first reported a position in Albemarle in Q3 2023 and held it in 1 quarter.
Wealth Effects's Albemarle position peaked at $221K in Q3 2023.
940 funds tracked by Wall St. Rank held Albemarle as of Q4 2023.

Based on Wealth Effects's 13F filing for Q4 2023, filed 29 Jan 2024.