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YorkBridge Wealth Partners’s Albemarle ALB Stock Holding History

YorkBridge Wealth Partners’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
-963
Closed -$68K – 186
2019
Q2 		$68K Buy
963
+87
+10% +$6.42K 0.03% 338
2019
Q1 		$72K Buy
876
+543
+163% +$44.4K 0.03% 322
2018
Q4 		$26K Sell
333
-686
-67% -$64.7K 0.01% 401
2018
Q3 		$103K Sell
1,019
-24
-2% -$2.32K 0.05% 276
2018
Q2 		$98K Buy
+1,043
New +$100K 0.04% 296

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

YorkBridge Wealth Partners's ALB Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Albemarle (ALB) in Q3 2019, closing a stake of 963 shares — an estimated $68K sold.

YorkBridge Wealth Partners first reported a position in ALB in Q2 2018 and held it in 5 quarters. The position peaked at $103K in Q3 2018. 528 funds tracked by Wall St. Rank hold ALB as of Q3 2019.

  • YorkBridge Wealth Partners reported no remaining Albemarle position as of Q3 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 963 Albemarle shares in Q3 2019, an estimated $68K.
  • YorkBridge Wealth Partners first reported a position in Albemarle in Q2 2018 and held it in 5 quarters.
  • YorkBridge Wealth Partners's Albemarle position peaked at $103K in Q3 2018.
  • 528 funds tracked by Wall St. Rank held Albemarle as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.