AWM
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Accel Wealth Management’s Alcon ALC Stock Holding History

Accel Wealth Management’s Portfolio ALC Stock Details ALC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-11
Closed -$778 – 194
2023
Q1 		$778 Hold
11
– – ﹤0.01% 1195
2022
Q4 		$756 Hold
11
– – ﹤0.01% 995
2022
Q3 		$1K Hold
11
– – ﹤0.01% 964
2022
Q2 		$1K Hold
11
– – ﹤0.01% 928
2022
Q1 		$1K Hold
11
– – ﹤0.01% 895
2021
Q4 		$1K Buy
11
+4
+57% +$329 ﹤0.01% 898
2021
Q3 		$1K Sell
7
-4
-36% -$308 ﹤0.01% 802
2021
Q2 		$1K Buy
11
+7
+175% +$499 ﹤0.01% 879
2021
Q1 		$0 Hold
4
– – ﹤0.01% 871
2020
Q4 		$0 Buy
+4
New +$250 ﹤0.01% 833

Other funds holding ALC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Accel Wealth Management's ALC Position: Q2 2023 in Review

Accel Wealth Management sold out of Alcon (ALC) in Q2 2023, closing a stake of 11 shares — an estimated $778 sold.

Accel Wealth Management first reported a position in ALC in Q4 2020 and held it in 10 quarters. The position peaked at $1K in Q3 2022. 596 funds tracked by Wall St. Rank hold ALC as of Q2 2023.

  • Accel Wealth Management reported no remaining Alcon position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 11 Alcon shares in Q2 2023, an estimated $778.
  • Accel Wealth Management first reported a position in Alcon in Q4 2020 and held it in 10 quarters.
  • Accel Wealth Management's Alcon position peaked at $1K in Q3 2022.
  • 596 funds tracked by Wall St. Rank held Alcon as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.