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Marion Wealth Management’s Albemarle ALB Stock Holding History

Marion Wealth 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
-14,217
Closed -$1.35M – 133
2024
Q3 		$1.35M Buy
14,217
+3,094
+28% +$275K 0.36% 67
2024
Q2 		$1.06M Buy
11,123
+1,243
+13% +$148K 0.31% 68
2024
Q1 		$1.3M Buy
9,880
+3,119
+46% +$384K 0.39% 60
2023
Q4 		$977K Buy
6,761
+2,615
+63% +$359K 0.31% 69
2023
Q3 		$705K Buy
4,146
+384
+10% +$76.5K 0.25% 71
2023
Q2 		$839K Buy
3,762
+226
+6% +$46.2K 0.3% 66
2023
Q1 		$782K Buy
3,536
+415
+13% +$102K 0.29% 67
2022
Q4 		$677K Buy
3,121
+404
+15% +$108K 0.29% 68
2022
Q3 		$718K Buy
2,717
+185
+7% +$47K 0.37% 56
2022
Q2 		$529K Buy
+2,532
New +$565K 0.28% 78

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

Marion Wealth Management's ALB Position: Q4 2024 in Review

Marion Wealth Management sold out of Albemarle (ALB) in Q4 2024, closing a stake of 14,217 shares — an estimated $1.35M sold.

Marion Wealth Management first reported a position in ALB in Q2 2022 and held it in 10 quarters. The position peaked at $1.35M in Q3 2024. 805 funds tracked by Wall St. Rank hold ALB as of Q4 2024.

  • Marion Wealth Management reported no remaining Albemarle position as of Q4 2024 after selling out during the quarter.
  • Marion Wealth Management sold 14,217 Albemarle shares in Q4 2024, an estimated $1.35M.
  • Marion Wealth Management first reported a position in Albemarle in Q2 2022 and held it in 10 quarters.
  • Marion Wealth Management's Albemarle position peaked at $1.35M in Q3 2024.
  • 805 funds tracked by Wall St. Rank held Albemarle as of Q4 2024.

Based on Marion Wealth Management's 13F filing for Q4 2024, filed 13 Jan 2025.