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Foundations Investment Advisors’s Albemarle ALB Stock Holding History

Foundations Investment Advisors’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
-2,700
Closed -$256K – 839
2024
Q3 		$256K Sell
2,700
-45,098
-94% -$4M 0.01% 679
2024
Q2 		$4.57M Buy
47,798
+13,389
+39% +$1.59M 0.11% 148
2024
Q1 		$4.53M Buy
34,409
+8,608
+33% +$1.06M 0.12% 145
2023
Q4 		$3.01M Buy
25,801
+16,268
+171% +$2.23M 0.08% 178
2023
Q3 		$1.62M Buy
+9,533
New +$1.9M 0.05% 239

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

Foundations Investment Advisors's ALB Position: Q4 2024 in Review

Foundations Investment Advisors sold out of Albemarle (ALB) in Q4 2024, closing a stake of 2,700 shares — an estimated $256K sold.

Foundations Investment Advisors first reported a position in ALB in Q3 2023 and held it in 5 quarters. The position peaked at $4.57M in Q2 2024. 805 funds tracked by Wall St. Rank hold ALB as of Q4 2024.

  • Foundations Investment Advisors reported no remaining Albemarle position as of Q4 2024 after selling out during the quarter.
  • Foundations Investment Advisors sold 2,700 Albemarle shares in Q4 2024, an estimated $256K.
  • Foundations Investment Advisors first reported a position in Albemarle in Q3 2023 and held it in 5 quarters.
  • Foundations Investment Advisors's Albemarle position peaked at $4.57M in Q2 2024.
  • 805 funds tracked by Wall St. Rank held Albemarle as of Q4 2024.

Based on Foundations Investment Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.