WR Wealth Planners’s Albemarle ALB Stock Holding History

WR Wealth Planners’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 Q2	–	Sell	-258	Closed	-$57K	–	901
2023 Q1	$57K	Buy	+258	New	+$63.6K	0.02%	303

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

WR Wealth Planners's ALB Position: Q2 2023 in Review

WR Wealth Planners sold out of Albemarle (ALB) in Q2 2023, closing a stake of 258 shares — an estimated $57K sold.

WR Wealth Planners first reported a position in ALB in Q1 2023 and held it in 1 quarter. The position peaked at $57K in Q1 2023. 1,023 funds tracked by Wall St. Rank hold ALB as of Q2 2023.

WR Wealth Planners reported no remaining Albemarle position as of Q2 2023 after selling out during the quarter.
WR Wealth Planners sold 258 Albemarle shares in Q2 2023, an estimated $57K.
WR Wealth Planners first reported a position in Albemarle in Q1 2023 and held it in 1 quarter.
WR Wealth Planners's Albemarle position peaked at $57K in Q1 2023.
1,023 funds tracked by Wall St. Rank held Albemarle as of Q2 2023.

Based on WR Wealth Planners's 13F filing for Q2 2023, filed 1 Aug 2024.