4Wealth Advisors’s Albemarle ALB Stock Holding History

4Wealth 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
2025 Q1	–	Sell	-2,468	Closed	-$212K	–	126
2024 Q4	$212K	Buy	+2,468	New	+$246K	0.21%	138

Other funds holding ALB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

4Wealth Advisors's ALB Position: Q1 2025 in Review

4Wealth Advisors sold out of Albemarle (ALB) in Q1 2025, closing a stake of 2,468 shares — an estimated $212K sold.

4Wealth Advisors first reported a position in ALB in Q4 2024 and held it in 1 quarter. The position peaked at $212K in Q4 2024. 764 funds tracked by Wall St. Rank hold ALB as of Q1 2025.

4Wealth Advisors reported no remaining Albemarle position as of Q1 2025 after selling out during the quarter.
4Wealth Advisors sold 2,468 Albemarle shares in Q1 2025, an estimated $212K.
4Wealth Advisors first reported a position in Albemarle in Q4 2024 and held it in 1 quarter.
4Wealth Advisors's Albemarle position peaked at $212K in Q4 2024.
764 funds tracked by Wall St. Rank held Albemarle as of Q1 2025.

Based on 4Wealth Advisors's 13F filing for Q1 2025, filed 5 May 2025.