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Financial Advocates Investment Management’s Albemarle ALB Stock Holding History

Financial Advocates Investment 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
Q4 		– Sell
-2,241
Closed -$212K – 753
2024
Q3 		$212K Buy
2,241
+801
+56% +$71.1K 0.01% 699
2024
Q2 		$138K Sell
1,440
-341
-19% -$40.5K 0.01% 691
2024
Q1 		$235K Buy
1,781
+30
+2% +$3.69K 0.01% 678
2023
Q4 		$253K Buy
1,751
+368
+27% +$50.5K 0.02% 620
2023
Q3 		$235K Sell
1,383
-1
-0.1% -$199 0.02% 602
2023
Q2 		$309K Buy
1,384
+1
+0.1% +$205 0.02% 517
2023
Q1 		$306K Sell
1,383
-163
-11% -$40.2K 0.02% 551
2022
Q4 		$335K Buy
1,546
+102
+7% +$27.2K 0.03% 530
2022
Q3 		$374K Sell
1,444
-41
-3% -$10.4K 0.03% 491
2022
Q2 		$310K Sell
1,485
-78
-5% -$17.4K 0.03% 497
2022
Q1 		$345K Buy
1,563
+194
+14% +$41K 0.02% 537
2021
Q4 		$322K Sell
1,369
-69
-5% -$17.1K 0.02% 615
2021
Q3 		$315K Buy
1,438
+118
+9% +$25.2K 0.02% 604
2021
Q2 		$223K Buy
+1,320
New +$213K 0.01% 676
2020
Q4 		– Sell
-2,411
Closed -$215K – 715
2020
Q3 		$215K Buy
+2,411
New +$214K 0.02% 561

Other funds holding ALB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Financial Advocates Investment Management's ALB Position: Q4 2024 in Review

Financial Advocates Investment Management sold out of Albemarle (ALB) in Q4 2024, closing a stake of 2,241 shares — an estimated $212K sold.

Financial Advocates Investment Management first reported a position in ALB in Q3 2020 and held it in 15 quarters. The position peaked at $374K in Q3 2022. 806 funds tracked by Wall St. Rank hold ALB as of Q4 2024.

  • Financial Advocates Investment Management reported no remaining Albemarle position as of Q4 2024 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,241 Albemarle shares in Q4 2024, an estimated $212K.
  • Financial Advocates Investment Management first reported a position in Albemarle in Q3 2020 and held it in 15 quarters.
  • Financial Advocates Investment Management's Albemarle position peaked at $374K in Q3 2022.
  • 806 funds tracked by Wall St. Rank held Albemarle as of Q4 2024.

Based on Financial Advocates Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.