True Link Financial Advisors’s Albemarle ALB Stock Holding History

True Link Financial 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	-2,260	Closed	-$214K	–	73
2024 Q3	$214K	Buy	+2,260	New	+$201K	0.02%	64
2024 Q2	–	Sell	-2,050	Closed	-$270K	–	65
2024 Q1	$270K	Hold	2,050	–	–	0.03%	58
2023 Q4	$296K	Hold	2,050	–	–	0.03%	51
2023 Q3	$349K	Hold	2,050	–	–	0.04%	84
2023 Q2	$457K	Hold	2,050	–	–	0.06%	79
2023 Q1	$453K	Sell	2,050 -50	-2%	-$12.3K	0.06%	83
2022 Q4	$455K	Hold	2,100	–	–	0.06%	77
2022 Q3	$555K	Hold	2,100	–	–	0.08%	77
2022 Q2	$439K	Hold	2,100	–	–	0.07%	89
2022 Q1	$464K	Hold	2,100	–	–	0.07%	82
2021 Q4	$491K	Buy	+2,100	New	+$520K	0.07%	103

Other funds holding ALB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

True Link Financial Advisors's ALB Position: Q4 2024 in Review

True Link Financial Advisors sold out of Albemarle (ALB) in Q4 2024, closing a stake of 2,260 shares — an estimated $214K sold.

True Link Financial Advisors first reported a position in ALB in Q4 2021 and held it in 11 quarters. The position peaked at $555K in Q3 2022. 805 funds tracked by Wall St. Rank hold ALB as of Q4 2024.

True Link Financial Advisors reported no remaining Albemarle position as of Q4 2024 after selling out during the quarter.
True Link Financial Advisors sold 2,260 Albemarle shares in Q4 2024, an estimated $214K.
True Link Financial Advisors first reported a position in Albemarle in Q4 2021 and held it in 11 quarters.
True Link Financial Advisors's Albemarle position peaked at $555K in Q3 2022.
805 funds tracked by Wall St. Rank held Albemarle as of Q4 2024.

Based on True Link Financial Advisors's 13F filing for Q4 2024, filed 16 Jan 2025.