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PWAC
Private Wealth Advisors (California)’s
Albemarle
ALB
Stock Holding History
Private Wealth Advisors (California)’s Portfolio
ALB Stock Details
ALB Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q4
–
Sell
-20,434
Closed
-$1.66M
–
92
2025
Q3
$1.66M
Buy
+20,434
New
+$1.58M
0.62%
48
2023
Q4
–
Sell
-3,945
Closed
-$671K
–
73
2023
Q3
$671K
Sell
3,945
-168
-4%
-$33.5K
0.29%
49
2023
Q2
$918K
Sell
4,113
-47
-1%
-$9.61K
0.39%
45
2023
Q1
$920K
Sell
4,160
-55
-1%
-$13.6K
0.39%
47
2022
Q4
$914K
Sell
4,215
-95
-2%
-$25.3K
0.39%
54
2022
Q3
$1.14M
Sell
4,310
-24
-0.6%
-$6.1K
0.53%
40
2022
Q2
$1.15M
Sell
4,334
-7
-0.2%
-$1.56K
0.43%
44
2022
Q1
$960K
Buy
4,341
+18
+0.4%
+$3.8K
0.31%
51
2021
Q4
$1.01M
Sell
4,323
-124
-3%
-$30.7K
0.33%
59
2021
Q3
$1.19M
Sell
4,447
-351
-7%
-$75K
0.36%
62
2021
Q2
$808K
Sell
4,798
-60
-1%
-$9.68K
0.25%
60
2021
Q1
$710K
Buy
+4,858
New
+$780K
0.24%
55
Other funds holding ALB
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Primecap Management
Pasadena, California
$127B AUM
44.11%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
ProShare Advisors
Bethesda, Maryland
$67.5B AUM
28.09%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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