Aviso Wealth Management’s Albemarle ALB Stock Holding History

Aviso 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
2024 Q1	–	Sell	-2,275	Closed	-$329K	–	150
2023 Q4	$329K	Buy	+2,275	New	+$312K	0.24%	99

Other funds holding ALB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Norges Bank Oslo, Norway $935B AUM

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Aviso Wealth Management's ALB Position: Q1 2024 in Review

Aviso Wealth Management sold out of Albemarle (ALB) in Q1 2024, closing a stake of 2,275 shares — an estimated $329K sold.

Aviso Wealth Management first reported a position in ALB in Q4 2023 and held it in 1 quarter. The position peaked at $329K in Q4 2023. 916 funds tracked by Wall St. Rank hold ALB as of Q1 2024.

Aviso Wealth Management reported no remaining Albemarle position as of Q1 2024 after selling out during the quarter.
Aviso Wealth Management sold 2,275 Albemarle shares in Q1 2024, an estimated $329K.
Aviso Wealth Management first reported a position in Albemarle in Q4 2023 and held it in 1 quarter.
Aviso Wealth Management's Albemarle position peaked at $329K in Q4 2023.
916 funds tracked by Wall St. Rank held Albemarle as of Q1 2024.

Based on Aviso Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.