AWM
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AE Wealth Management’s Alcon ALC Stock Holding History

AE 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
Q1 		– Sell
-3,039
Closed -$208K – 1872
2022
Q4 		$208K Buy
+3,039
New +$194K ﹤0.01% 1659
2022
Q3 		– Sell
-2,956
Closed -$207K – 1745
2022
Q2 		$207K Buy
2,956
+149
+5% +$10.9K ﹤0.01% 1582
2022
Q1 		$223K Buy
2,807
+117
+4% +$9.04K ﹤0.01% 1544
2021
Q4 		$234K Sell
2,690
-74
-3% -$6.09K ﹤0.01% 1540
2021
Q3 		$223K Buy
+2,764
New +$213K ﹤0.01% 1489
2020
Q1 		– Sell
-4,802
Closed -$272K – 1113
2019
Q4 		$272K Buy
4,802
+799
+20% +$45.8K 0.01% 940
2019
Q3 		$233K Buy
4,003
+265
+7% +$15.9K 0.01% 876
2019
Q2 		$232K Buy
+3,738
New +$219K 0.01% 850

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

AE Wealth Management's ALC Position: Q1 2023 in Review

AE Wealth Management sold out of Alcon (ALC) in Q1 2023, closing a stake of 3,039 shares — an estimated $208K sold.

AE Wealth Management first reported a position in ALC in Q2 2019 and held it in 8 quarters. The position peaked at $272K in Q4 2019. 591 funds tracked by Wall St. Rank hold ALC as of Q1 2023.

  • AE Wealth Management reported no remaining Alcon position as of Q1 2023 after selling out during the quarter.
  • AE Wealth Management sold 3,039 Alcon shares in Q1 2023, an estimated $208K.
  • AE Wealth Management first reported a position in Alcon in Q2 2019 and held it in 8 quarters.
  • AE Wealth Management's Alcon position peaked at $272K in Q4 2019.
  • 591 funds tracked by Wall St. Rank held Alcon as of Q1 2023.

Based on AE Wealth Management's 13F filing for Q1 2023, filed 14 Apr 2023.