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Avior Wealth Management’s Albemarle ALB Stock Holding History

Avior Wealth Management’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
-24
Closed -$2.1K – 782
2024
Q4 		$2.1K Buy
24
+7
+41% +$697 ﹤0.01% 2107
2024
Q3 		$1.61K Buy
17
+7
+70% +$621 ﹤0.01% 2011
2024
Q2 		$955 Sell
10
-437
-98% -$52K ﹤0.01% 2034
2024
Q1 		$58.9K Buy
447
+415
+1,297% +$51.1K ﹤0.01% 1174
2023
Q4 		$4.62K Sell
32
-206
-87% -$28.3K ﹤0.01% 1169
2023
Q3 		$40.6K Sell
238
-10
-4% -$1.99K ﹤0.01% 797
2023
Q2 		$55.4K Buy
248
+35
+16% +$7.16K ﹤0.01% 739
2023
Q1 		$47.1K Buy
213
+201
+1,675% +$49.5K ﹤0.01% 780
2022
Q4 		$2.6K Hold
12
– – ﹤0.01% 1029
2022
Q3 		$3K Buy
12
+1
+9% +$254 ﹤0.01% 973
2022
Q2 		$2K Hold
11
– – ﹤0.01% 928
2022
Q1 		$2K Buy
11
+10
+1,000% +$2.11K ﹤0.01% 968
2021
Q4 		$0 Buy
+1
New +$247 ﹤0.01% 1083

Other funds holding ALB

Vanguard Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Avior Wealth Management's ALB Position: Q1 2025 in Review

Avior Wealth Management sold out of Albemarle (ALB) in Q1 2025, closing a stake of 24 shares — an estimated $2.1K sold.

Avior Wealth Management first reported a position in ALB in Q4 2021 and held it in 13 quarters. The position peaked at $58.9K in Q1 2024. 764 funds tracked by Wall St. Rank hold ALB as of Q1 2025.

  • Avior Wealth Management reported no remaining Albemarle position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 24 Albemarle shares in Q1 2025, an estimated $2.1K.
  • Avior Wealth Management first reported a position in Albemarle in Q4 2021 and held it in 13 quarters.
  • Avior Wealth Management's Albemarle position peaked at $58.9K in Q1 2024.
  • 764 funds tracked by Wall St. Rank held Albemarle as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.