Belpointe Asset Management’s Albemarle ALB Stock Holding History

Belpointe Asset 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	-5,012	Closed	-$452K	–	917
2024 Q4	$452K	Buy	+5,012	New	+$499K	0.03%	535
2024 Q3	–	Sell	-5,353	Closed	-$511K	–	929
2024 Q2	$511K	Buy	5,353 +3,608	+207%	+$429K	0.04%	455
2024 Q1	$230K	Buy	+1,745	New	+$215K	0.02%	699
2023 Q2	–	Sell	-2,938	Closed	-$649K	–	690
2023 Q1	$649K	Buy	2,938 +2,405	+451%	+$593K	0.04%	455
2022 Q4	$116K	Buy	+533	New	+$142K	0.01%	1162
2021 Q3	–	Sell	-1,723	Closed	-$291K	–	1165
2021 Q2	$291K	Buy	+1,723	New	+$278K	0.02%	681
2019 Q2	–	Sell	-1,390	Closed	-$114K	–	609
2019 Q1	$114K	Sell	1,390 -516	-27%	-$42.2K	0.02%	417
2018 Q4	$147K	Sell	1,906 -1,420	-43%	-$134K	0.04%	396
2018 Q3	$332K	Sell	3,326 -1,589	-32%	-$154K	0.05%	338
2018 Q2	$464K	Sell	4,915 -588	-11%	-$56.5K	0.13%	176
2018 Q1	$510K	Buy	5,503 +88	+2%	+$9.69K	0.15%	153
2017 Q4	$693K	Buy	5,415 +640	+13%	+$86.8K	0.15%	151
2017 Q3	$651K	Buy	+4,775	New	+$568K	0.15%	144

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Belpointe Asset Management's ALB Position: Q1 2025 in Review

Belpointe Asset Management sold out of Albemarle (ALB) in Q1 2025, closing a stake of 5,012 shares — an estimated $452K sold.

Belpointe Asset Management first reported a position in ALB in Q3 2017 and held it in 13 quarters. The position peaked at $693K in Q4 2017. 764 funds tracked by Wall St. Rank hold ALB as of Q1 2025.

Belpointe Asset Management reported no remaining Albemarle position as of Q1 2025 after selling out during the quarter.
Belpointe Asset Management sold 5,012 Albemarle shares in Q1 2025, an estimated $452K.
Belpointe Asset Management first reported a position in Albemarle in Q3 2017 and held it in 13 quarters.
Belpointe Asset Management's Albemarle position peaked at $693K in Q4 2017.
764 funds tracked by Wall St. Rank held Albemarle as of Q1 2025.

Based on Belpointe Asset Management's 13F filing for Q1 2025, filed 20 May 2025.