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Regal Investment Advisors’s Albemarle ALB Stock Holding History

Regal 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
-3,028
Closed -$287K – 466
2024
Q3 		$287K Sell
3,028
-36
-1% -$3.2K 0.02% 460
2024
Q2 		$293K Buy
3,064
+1,117
+57% +$133K 0.02% 469
2024
Q1 		$257K Buy
1,947
+86
+5% +$10.6K 0.02% 492
2023
Q4 		$269K Buy
1,861
+111
+6% +$15.2K 0.02% 442
2023
Q3 		$298K Buy
1,750
+61
+4% +$12.2K 0.03% 391
2023
Q2 		$377K Buy
1,689
+412
+32% +$84.3K 0.03% 346
2023
Q1 		$282K Buy
1,277
+103
+9% +$25.4K 0.02% 412
2022
Q4 		$254K Sell
1,174
-181
-13% -$48.2K 0.02% 412
2022
Q3 		$358K Buy
1,355
+30
+2% +$7.63K 0.04% 323
2022
Q2 		$277K Sell
1,325
-50
-4% -$11.2K 0.03% 388
2022
Q1 		$304K Buy
1,375
+26
+2% +$5.49K 0.03% 406
2021
Q4 		$315K Buy
1,349
+24
+2% +$5.94K 0.03% 418
2021
Q3 		$290K Hold
1,325
– – 0.03% 432
2021
Q2 		$223K Buy
+1,325
New +$214K 0.02% 491

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

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

Regal Investment Advisors sold out of Albemarle (ALB) in Q4 2024, closing a stake of 3,028 shares — an estimated $287K sold.

Regal Investment Advisors first reported a position in ALB in Q2 2021 and held it in 14 quarters. The position peaked at $377K in Q2 2023. 805 funds tracked by Wall St. Rank hold ALB as of Q4 2024.

  • Regal Investment Advisors reported no remaining Albemarle position as of Q4 2024 after selling out during the quarter.
  • Regal Investment Advisors sold 3,028 Albemarle shares in Q4 2024, an estimated $287K.
  • Regal Investment Advisors first reported a position in Albemarle in Q2 2021 and held it in 14 quarters.
  • Regal Investment Advisors's Albemarle position peaked at $377K in Q2 2023.
  • 805 funds tracked by Wall St. Rank held Albemarle as of Q4 2024.

Based on Regal Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.