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SOA Wealth Advisors’s Albemarle ALB Stock Holding History

SOA Wealth 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
2025
Q1 		– Sell
-105
Closed -$9.04K – 883
2024
Q4 		$9.04K Hold
105
– – ﹤0.01% 552
2024
Q3 		$9.91K Buy
105
+1
+1% +$89 ﹤0.01% 543
2024
Q2 		$9.95K Hold
104
– – ﹤0.01% 541
2024
Q1 		$13.7K Hold
104
– – ﹤0.01% 499
2023
Q4 		$15K Buy
104
+1
+1% +$137 ﹤0.01% 473
2023
Q3 		$17.6K Sell
103
-350
-77% -$69.7K ﹤0.01% 444
2023
Q2 		$101K Buy
453
+391
+631% +$80K 0.02% 232
2023
Q1 		$13.7K Hold
62
– – ﹤0.01% 488
2022
Q4 		$13.4K Hold
62
– – ﹤0.01% 477
2022
Q3 		$16K Buy
+62
New +$15.8K ﹤0.01% 419

Other funds holding ALB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SOA Wealth Advisors's ALB Position: Q1 2025 in Review

SOA Wealth Advisors sold out of Albemarle (ALB) in Q1 2025, closing a stake of 105 shares — an estimated $9.04K sold.

SOA Wealth Advisors first reported a position in ALB in Q3 2022 and held it in 10 quarters. The position peaked at $101K in Q2 2023. 764 funds tracked by Wall St. Rank hold ALB as of Q1 2025.

  • SOA Wealth Advisors reported no remaining Albemarle position as of Q1 2025 after selling out during the quarter.
  • SOA Wealth Advisors sold 105 Albemarle shares in Q1 2025, an estimated $9.04K.
  • SOA Wealth Advisors first reported a position in Albemarle in Q3 2022 and held it in 10 quarters.
  • SOA Wealth Advisors's Albemarle position peaked at $101K in Q2 2023.
  • 764 funds tracked by Wall St. Rank held Albemarle as of Q1 2025.

Based on SOA Wealth Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.