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Western Wealth Management’s Albemarle ALB Stock Holding History

Western Wealth Management’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
2024
Q3 		– Sell
-2,311
Closed -$221K – 747
2024
Q2 		$221K Sell
2,311
-338
-13% -$40.2K 0.02% 600
2024
Q1 		$349K Sell
2,649
-1,081
-29% -$133K 0.03% 461
2023
Q4 		$539K Buy
3,730
+81
+2% +$11.1K 0.04% 394
2023
Q3 		$620K Buy
3,649
+1,229
+51% +$245K 0.05% 335
2023
Q2 		$540K Sell
2,420
-156
-6% -$31.9K 0.05% 357
2023
Q1 		$569K Sell
2,576
-20
-0.8% -$4.93K 0.05% 339
2022
Q4 		$563K Sell
2,596
-2,081
-44% -$555K 0.06% 318
2022
Q3 		$1.26M Buy
4,677
+905
+24% +$230K 0.07% 259
2022
Q2 		$784K Sell
3,772
-1,089
-22% -$243K 0.05% 357
2022
Q1 		$1.07M Buy
4,861
+3,238
+200% +$684K 0.05% 322
2021
Q4 		$377K Buy
+1,623
New +$402K 0.04% 397
2021
Q2 		$454K Buy
2,700
+68
+3% +$11K 0.05% 376
2021
Q1 		$385K Buy
+2,632
New +$422K 0.05% 345

Other funds holding ALB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Western Wealth Management's ALB Position: Q3 2024 in Review

Western Wealth Management sold out of Albemarle (ALB) in Q3 2024, closing a stake of 2,311 shares — an estimated $221K sold.

Western Wealth Management first reported a position in ALB in Q1 2021 and held it in 13 quarters. The position peaked at $1.26M in Q3 2022. 802 funds tracked by Wall St. Rank hold ALB as of Q3 2024.

  • Western Wealth Management reported no remaining Albemarle position as of Q3 2024 after selling out during the quarter.
  • Western Wealth Management sold 2,311 Albemarle shares in Q3 2024, an estimated $221K.
  • Western Wealth Management first reported a position in Albemarle in Q1 2021 and held it in 13 quarters.
  • Western Wealth Management's Albemarle position peaked at $1.26M in Q3 2022.
  • 802 funds tracked by Wall St. Rank held Albemarle as of Q3 2024.

Based on Western Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.