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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 $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wealthstreet Investment Advisors's ALB Position: Q3 2019 in Review

Wealthstreet Investment Advisors sold out of Albemarle (ALB) in Q3 2019, closing a stake of 4,800 shares — an estimated $338K sold.

Wealthstreet Investment Advisors first reported a position in ALB in Q4 2017 and held it in 7 quarters. The position peaked at $676K in Q3 2018. 529 funds tracked by Wall St. Rank hold ALB as of Q3 2019.

  • Wealthstreet Investment Advisors reported no remaining Albemarle position as of Q3 2019 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 4,800 Albemarle shares in Q3 2019, an estimated $338K.
  • Wealthstreet Investment Advisors first reported a position in Albemarle in Q4 2017 and held it in 7 quarters.
  • Wealthstreet Investment Advisors's Albemarle position peaked at $676K in Q3 2018.
  • 529 funds tracked by Wall St. Rank held Albemarle as of Q3 2019.

Based on Wealthstreet Investment Advisors's 13F filing for Q3 2019, filed 31 Oct 2019.