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Wealthspire Advisors (Maryland)’s Albemarle ALB Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		– Sell
-9,227
Closed -$650K – 469
2019
Q2 		$650K Buy
9,227
+1,514
+20% +$112K 0.05% 212
2019
Q1 		$632K Buy
7,713
+1,216
+19% +$99.4K 0.05% 212
2018
Q4 		$501K Sell
6,497
-1,271
-16% -$120K 0.04% 220
2018
Q3 		$775K Buy
7,768
+805
+12% +$77.9K 0.06% 175
2018
Q2 		$657K Buy
6,963
+1,056
+18% +$101K 0.06% 186
2018
Q1 		$548K Buy
5,907
+1,346
+30% +$148K 0.05% 225
2017
Q4 		$583K Sell
4,561
-318
-7% -$43.1K 0.06% 225
2017
Q3 		$665K Sell
4,879
-415
-8% -$49.3K 0.07% 184
2017
Q2 		$559K Buy
5,294
+743
+16% +$80.8K 0.07% 205
2017
Q1 		$481K Buy
4,551
+2,587
+132% +$252K 0.07% 192
2016
Q4 		$169K Sell
1,964
-142
-7% -$12K 0.03% 418
2016
Q3 		$180K Sell
2,106
-11
-0.5% -$906 0.03% 412
2016
Q2 		$168K Buy
2,117
+29
+1% +$2.13K 0.03% 410
2016
Q1 		$133K Sell
2,088
-27
-1% -$1.48K 0.02% 457
2015
Q4 		$118K Buy
+2,115
New +$109K 0.02% 485

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ALB Position: Q3 2019 in Review

Wealthspire Advisors (Maryland) sold out of Albemarle (ALB) in Q3 2019, closing a stake of 9,227 shares — an estimated $650K sold.

Wealthspire Advisors (Maryland) first reported a position in ALB in Q4 2015 and held it in 15 quarters. The position peaked at $775K in Q3 2018. 528 funds tracked by Wall St. Rank hold ALB as of Q3 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Albemarle position as of Q3 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 9,227 Albemarle shares in Q3 2019, an estimated $650K.
  • Wealthspire Advisors (Maryland) first reported a position in Albemarle in Q4 2015 and held it in 15 quarters.
  • Wealthspire Advisors (Maryland)'s Albemarle position peaked at $775K in Q3 2018.
  • 528 funds tracked by Wall St. Rank held Albemarle as of Q3 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2019, filed 13 Nov 2019.