Bison Wealth’s Albemarle ALB Stock Holding History

Bison Wealth’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 Q4	–	Sell	-3,288	Closed	-$311K	–	324
2024 Q3	$311K	Buy	3,288 +779	+31%	+$69.2K	0.05%	316
2024 Q2	$331K	Hold	2,509	–	–	0.05%	314
2024 Q1	$331K	Buy	+2,509	New	+$309K	0.05%	314

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 World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bison Wealth's ALB Position: Q4 2024 in Review

Bison Wealth sold out of Albemarle (ALB) in Q4 2024, closing a stake of 3,288 shares — an estimated $311K sold.

Bison Wealth first reported a position in ALB in Q1 2024 and held it in 3 quarters. The position peaked at $331K in Q2 2024. 806 funds tracked by Wall St. Rank hold ALB as of Q4 2024.

Bison Wealth reported no remaining Albemarle position as of Q4 2024 after selling out during the quarter.
Bison Wealth sold 3,288 Albemarle shares in Q4 2024, an estimated $311K.
Bison Wealth first reported a position in Albemarle in Q1 2024 and held it in 3 quarters.
Bison Wealth's Albemarle position peaked at $331K in Q2 2024.
806 funds tracked by Wall St. Rank held Albemarle as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.