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Peloton Wealth Strategists’s Albemarle ALB Stock Holding History

Peloton Wealth Strategists’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
-6,540
Closed -$619K – 93
2024
Q3 		$619K Sell
6,540
-1,600
-20% -$142K 0.25% 74
2024
Q2 		$778K Buy
8,140
+1,475
+22% +$175K 0.32% 68
2024
Q1 		$878K Sell
6,665
-100
-1% -$12.3K 0.36% 67
2023
Q4 		$977K Buy
6,765
+1,068
+19% +$147K 0.42% 63
2023
Q3 		$969K Buy
+5,697
New +$1.13M 0.45% 63

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

Peloton Wealth Strategists's ALB Position: Q4 2024 in Review

Peloton Wealth Strategists sold out of Albemarle (ALB) in Q4 2024, closing a stake of 6,540 shares — an estimated $619K sold.

Peloton Wealth Strategists first reported a position in ALB in Q3 2023 and held it in 5 quarters. The position peaked at $977K in Q4 2023. 805 funds tracked by Wall St. Rank hold ALB as of Q4 2024.

  • Peloton Wealth Strategists reported no remaining Albemarle position as of Q4 2024 after selling out during the quarter.
  • Peloton Wealth Strategists sold 6,540 Albemarle shares in Q4 2024, an estimated $619K.
  • Peloton Wealth Strategists first reported a position in Albemarle in Q3 2023 and held it in 5 quarters.
  • Peloton Wealth Strategists's Albemarle position peaked at $977K in Q4 2023.
  • 805 funds tracked by Wall St. Rank held Albemarle as of Q4 2024.

Based on Peloton Wealth Strategists's 13F filing for Q4 2024, filed 5 Feb 2025.