Arkadios Wealth Advisors’s Alcon ALC Stock Holding History

Arkadios 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
2021 Q4	–	Sell	-179	Closed	-$14K	–	611
2021 Q3	$14K	Sell	179 -57	-24%	-$4.39K	﹤0.01%	1334
2021 Q2	$16K	Buy	236 +140	+146%	+$9.97K	﹤0.01%	1369
2021 Q1	$6K	Buy	96 +24	+33%	+$1.7K	﹤0.01%	1304
2020 Q4	$4K	Buy	72 +51	+243%	+$3.19K	﹤0.01%	1139
2020 Q3	$1.3K	Sell	21 -8	-28%	-$471	﹤0.01%	963
2020 Q2	$1.65K	Sell	29 -10	-26%	-$566	﹤0.01%	880
2020 Q1	$1.98K	Hold	39	–	–	﹤0.01%	920
2019 Q4	$2.43K	Buy	+39	New	+$2.23K	﹤0.01%	802

Other funds holding ALC

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

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

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Arkadios Wealth Advisors's ALC Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Alcon (ALC) in Q4 2021, closing a stake of 179 shares — an estimated $14K sold.

Arkadios Wealth Advisors first reported a position in ALC in Q4 2019 and held it in 8 quarters. The position peaked at $16K in Q2 2021. 624 funds tracked by Wall St. Rank hold ALC as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Alcon position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 179 Alcon shares in Q4 2021, an estimated $14K.
Arkadios Wealth Advisors first reported a position in Alcon in Q4 2019 and held it in 8 quarters.
Arkadios Wealth Advisors's Alcon position peaked at $16K in Q2 2021.
624 funds tracked by Wall St. Rank held Alcon as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.