ViaWealth’s Albemarle ALB Stock Holding History

ViaWealth’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	-2,446	Closed	-$232K	–	146
2024 Q3	$232K	Sell	2,446 -1,321	-35%	-$117K	0.14%	141
2024 Q2	$360K	Buy	3,767 +73	+2%	+$8.68K	0.22%	124
2024 Q1	$487K	Sell	3,694 -432	-10%	-$53.2K	0.3%	104
2023 Q4	$596K	Sell	4,126 -697	-14%	-$95.7K	0.41%	86
2023 Q3	$820K	Buy	4,823 +1,334	+38%	+$266K	0.6%	51
2023 Q2	$778K	Buy	3,489 +597	+21%	+$122K	0.58%	57
2023 Q1	$639K	Buy	2,892 +455	+19%	+$112K	0.51%	69
2022 Q4	$546K	Buy	+2,437	New	+$650K	0.45%	78

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

ViaWealth's ALB Position: Q4 2024 in Review

ViaWealth sold out of Albemarle (ALB) in Q4 2024, closing a stake of 2,446 shares — an estimated $232K sold.

ViaWealth first reported a position in ALB in Q4 2022 and held it in 8 quarters. The position peaked at $820K in Q3 2023. 805 funds tracked by Wall St. Rank hold ALB as of Q4 2024.

ViaWealth reported no remaining Albemarle position as of Q4 2024 after selling out during the quarter.
ViaWealth sold 2,446 Albemarle shares in Q4 2024, an estimated $232K.
ViaWealth first reported a position in Albemarle in Q4 2022 and held it in 8 quarters.
ViaWealth's Albemarle position peaked at $820K in Q3 2023.
805 funds tracked by Wall St. Rank held Albemarle as of Q4 2024.

Based on ViaWealth's 13F filing for Q4 2024, filed 11 Feb 2025.