Avantax Advisory Services’s Albemarle ALB Stock Holding History

Avantax Advisory Services’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	$619K	Sell	9,872 -5,951	-38%	-$352K	﹤0.01%	1467
2025 Q1	$1.14M	Sell	15,823 -1,196	-7%	-$97.3K	0.01%	1020
2024 Q4	$1.47M	Buy	17,019 +7,629	+81%	+$760K	0.01%	875
2024 Q3	$889K	Buy	9,390 +908	+11%	+$80.6K	0.01%	1093
2024 Q2	$810K	Buy	8,482 +103	+1%	+$12.2K	0.01%	1091
2024 Q1	$1.1M	Buy	8,379 +1,089	+15%	+$134K	0.01%	709
2023 Q4	$1.05M	Sell	7,290 -1,112	-13%	-$153K	0.01%	689
2023 Q3	$1.43M	Sell	8,402 -45	-0.5%	-$8.96K	0.02%	567
2023 Q2	$1.88M	Buy	8,447 +948	+13%	+$194K	0.02%	475
2023 Q1	$1.66M	Buy	7,499 +1,069	+17%	+$263K	0.02%	495
2022 Q4	$1.39M	Sell	6,430 -352	-5%	-$93.8K	0.02%	522
2022 Q3	$1.79M	Buy	6,782 +522	+8%	+$133K	0.03%	400
2022 Q2	$1.31M	Buy	6,260 +1,373	+28%	+$306K	0.02%	480
2022 Q1	$1.08M	Buy	4,887 +1,047	+27%	+$221K	0.01%	517
2021 Q4	$898K	Buy	3,840 +1,098	+40%	+$272K	0.01%	553
2021 Q3	$602K	Buy	2,742 +264	+11%	+$56.4K	0.01%	651
2021 Q2	$416K	Buy	2,478 +342	+16%	+$55.2K	0.01%	771
2021 Q1	$311K	Buy	+2,136	New	+$343K	0.01%	793
2020 Q4	–	Sell	-2,656	Closed	-$239K	–	941
2020 Q3	$239K	Buy	+2,656	New	+$235K	﹤0.01%	1139

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

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

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

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

Avantax Advisory Services's ALB Position: Q2 2025 in Review

Avantax Advisory Services reduced its Albemarle (ALB) stake by 38% in Q2 2025, selling an estimated $352K and leaving 9,872 shares worth $619K. The position accounts for ﹤0.01% of the portfolio, ranked #1467.

Avantax Advisory Services first reported a position in ALB in Q3 2020 and has held it in 19 quarters since. The position peaked at $1.88M in Q2 2023. 698 funds tracked by Wall St. Rank hold ALB as of Q2 2025.

Avantax Advisory Services held 9,872 shares of Albemarle worth $619K as of Q2 2025.
Avantax Advisory Services sold 5,951 Albemarle shares in Q2 2025, an estimated $352K.
Albemarle made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1467 holding.
Avantax Advisory Services first reported a position in Albemarle in Q3 2020 and has held it in 19 quarters since.
Avantax Advisory Services's Albemarle position peaked at $1.88M in Q2 2023.
698 funds tracked by Wall St. Rank held Albemarle as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.