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CreativeOne Wealth’s Albemarle ALB Stock Holding History

CreativeOne 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
-2,112
Closed -$200K – 1062
2024
Q3 		$200K Buy
+2,112
New +$187K 0.01% 911
2024
Q2 		– Sell
-2,508
Closed -$330K – 768
2024
Q1 		$330K Buy
2,508
+480
+24% +$59.1K 0.01% 690
2023
Q4 		$293K Buy
2,028
+835
+70% +$115K 0.02% 509
2023
Q3 		$203K Sell
1,193
-424
-26% -$84.5K 0.01% 537
2023
Q2 		$361K Buy
1,617
+27
+2% +$5.52K 0.02% 585
2023
Q1 		$351K Buy
1,590
+76
+5% +$18.7K 0.02% 578
2022
Q4 		$328K Buy
1,514
+182
+14% +$48.5K 0.02% 550
2022
Q3 		$352K Buy
+1,332
New +$339K 0.02% 495

Other funds holding ALB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CreativeOne Wealth's ALB Position: Q4 2024 in Review

CreativeOne Wealth sold out of Albemarle (ALB) in Q4 2024, closing a stake of 2,112 shares — an estimated $200K sold.

CreativeOne Wealth first reported a position in ALB in Q3 2022 and held it in 8 quarters. The position peaked at $361K in Q2 2023. 805 funds tracked by Wall St. Rank hold ALB as of Q4 2024.

  • CreativeOne Wealth reported no remaining Albemarle position as of Q4 2024 after selling out during the quarter.
  • CreativeOne Wealth sold 2,112 Albemarle shares in Q4 2024, an estimated $200K.
  • CreativeOne Wealth first reported a position in Albemarle in Q3 2022 and held it in 8 quarters.
  • CreativeOne Wealth's Albemarle position peaked at $361K in Q2 2023.
  • 805 funds tracked by Wall St. Rank held Albemarle as of Q4 2024.

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