Amplius Wealth Advisors’s Alcon ALC Stock Holding History

Amplius Wealth Advisors’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
2022 Q1	–	Sell	-10	Closed	–	–	198
2021 Q4	$0	Buy	+10	New	+$824	﹤0.01%	935

Other funds holding ALC

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Amplius Wealth Advisors's ALC Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Alcon (ALC) in Q1 2022, closing a stake of 10 shares.

Amplius Wealth Advisors first reported a position in ALC in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 602 funds tracked by Wall St. Rank hold ALC as of Q1 2022.

Amplius Wealth Advisors reported no remaining Alcon position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 10 Alcon shares in Q1 2022.
Amplius Wealth Advisors first reported a position in Alcon in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's Alcon position peaked at $0 in Q4 2021.
602 funds tracked by Wall St. Rank held Alcon as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.