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180 Wealth Advisors’s Albemarle ALB Stock Holding History

180 Wealth 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
2024
Q4 		– Sell
-2,530
Closed -$240K – 432
2024
Q3 		$240K Sell
2,530
-535
-17% -$47.5K 0.04% 374
2024
Q2 		$300K Sell
3,065
-787
-20% -$93.6K 0.05% 319
2024
Q1 		$507K Buy
3,852
+601
+18% +$74K 0.09% 204
2023
Q4 		$478K Buy
3,251
+662
+26% +$90.9K 0.1% 205
2023
Q3 		$440K Buy
+2,589
New +$516K 0.1% 201

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

180 Wealth Advisors's ALB Position: Q4 2024 in Review

180 Wealth Advisors sold out of Albemarle (ALB) in Q4 2024, closing a stake of 2,530 shares — an estimated $240K sold.

180 Wealth Advisors first reported a position in ALB in Q3 2023 and held it in 5 quarters. The position peaked at $507K in Q1 2024. 805 funds tracked by Wall St. Rank hold ALB as of Q4 2024.

  • 180 Wealth Advisors reported no remaining Albemarle position as of Q4 2024 after selling out during the quarter.
  • 180 Wealth Advisors sold 2,530 Albemarle shares in Q4 2024, an estimated $240K.
  • 180 Wealth Advisors first reported a position in Albemarle in Q3 2023 and held it in 5 quarters.
  • 180 Wealth Advisors's Albemarle position peaked at $507K in Q1 2024.
  • 805 funds tracked by Wall St. Rank held Albemarle as of Q4 2024.

Based on 180 Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.