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Wealthstreet Investment Advisors’s Albemarle ALB Stock Holding History

Wealthstreet Investment 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
Q3 		– Sell
-4,800
Closed -$338K – 336
2019
Q2 		$338K Buy
4,800
+175
+4% +$12.9K 0.04% 266
2019
Q1 		$379K Sell
4,625
-200
-4% -$16.4K 0.05% 254
2018
Q4 		$372K Sell
4,825
-1,950
-29% -$184K 0.05% 244
2018
Q3 		$676K Hold
6,775
– – 0.08% 208
2018
Q2 		$639K Buy
6,775
+650
+11% +$62.4K 0.08% 206
2018
Q1 		$568K Buy
6,125
+1,500
+32% +$165K 0.07% 217
2017
Q4 		$591K Buy
+4,625
New +$627K 0.07% 214

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 $5.7T 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 $431B AUM 30.22% 1-Year Est. Return