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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
Q3 		– Sell
-1,000
Closed -$95.5K – 770
2024
Q2 		$95.5K Buy
+1,000
New +$119K 0.01% 710

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 $846B AUM 46.74% 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 $717B AUM 35.42% 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 $1.88T AUM 44.46% 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.