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Arete Wealth Advisors’s Albemarle ALB Stock Holding History

Arete 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
Q3 		– Sell
-4,470
Closed -$425K – 711
2024
Q2 		$425K Buy
+4,470
New +$532K 0.03% 427
2024
Q1 		– Sell
-4,754
Closed -$687K – 388
2023
Q4 		$687K Buy
+4,754
New +$653K 0.05% 328
2023
Q3 		– Sell
-2,297
Closed -$512K – 513
2023
Q2 		$512K Buy
2,297
+1,331
+138% +$272K 0.05% 354
2023
Q1 		$214K Buy
+966
New +$238K 0.02% 565

Other funds holding ALB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Arete Wealth Advisors's ALB Position: Q3 2024 in Review

Arete Wealth Advisors sold out of Albemarle (ALB) in Q3 2024, closing a stake of 4,470 shares — an estimated $425K sold.

Arete Wealth Advisors first reported a position in ALB in Q1 2023 and held it in 4 quarters. The position peaked at $687K in Q4 2023. 803 funds tracked by Wall St. Rank hold ALB as of Q3 2024.

  • Arete Wealth Advisors reported no remaining Albemarle position as of Q3 2024 after selling out during the quarter.
  • Arete Wealth Advisors sold 4,470 Albemarle shares in Q3 2024, an estimated $425K.
  • Arete Wealth Advisors first reported a position in Albemarle in Q1 2023 and held it in 4 quarters.
  • Arete Wealth Advisors's Albemarle position peaked at $687K in Q4 2023.
  • 803 funds tracked by Wall St. Rank held Albemarle as of Q3 2024.

Based on Arete Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.