Atria Wealth Solutions’s Albemarle ALB Stock Holding History

Atria Wealth Solutions’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 Q2	–	Sell	-21,490	Closed	-$1.56M	–	1471
2025 Q1	$1.56M	Sell	21,490 -540	-2%	-$43.9K	0.02%	725
2024 Q4	$1.91M	Buy	22,030 +2,719	+14%	+$271K	0.02%	665
2024 Q3	$1.84M	Buy	19,311 +2,181	+13%	+$194K	0.02%	674
2024 Q2	$1.64M	Sell	17,130 -6,174	-26%	-$734K	0.02%	696
2024 Q1	$3.08M	Buy	23,304 +6,503	+39%	+$801K	0.03%	484
2023 Q4	$2.43M	Buy	16,801 +1,551	+10%	+$213K	0.03%	548
2023 Q3	$2.6M	Sell	15,250 -1,085	-7%	-$216K	0.04%	480
2023 Q2	$3.65M	Buy	16,335 +7,610	+87%	+$1.56M	0.05%	374
2023 Q1	$1.93M	Buy	8,725 +116	+1%	+$28.6K	0.03%	550
2022 Q4	$1.87M	Buy	8,609 +786	+10%	+$210K	0.03%	545
2022 Q3	$2.07M	Buy	7,823 +571	+8%	+$145K	0.04%	470
2022 Q2	$1.52M	Buy	7,252 +924	+15%	+$206K	0.03%	542
2022 Q1	$1.4M	Buy	+6,328	New	+$1.34M	0.02%	602

Other funds holding ALB

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

Capital World Investors

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

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

Geode Capital Management

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

ProShare Advisors

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return