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Artemis Wealth Advisors’s Alcon ALC Stock Holding History

Artemis 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
2020
Q4 		– Sell
-117
Closed -$6.66K – 71
2020
Q3 		$6.66K Hold
117
– – ﹤0.01% 69
2020
Q2 		$6.71K Hold
117
– – ﹤0.01% 50
2020
Q1 		$5.95K Hold
117
– – ﹤0.01% 55
2019
Q4 		$6.62K Buy
+117
New +$6.7K ﹤0.01% 110

Other funds holding ALC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Artemis Wealth Advisors's ALC Position: Q4 2020 in Review

Artemis Wealth Advisors sold out of Alcon (ALC) in Q4 2020, closing a stake of 117 shares — an estimated $6.66K sold.

Artemis Wealth Advisors first reported a position in ALC in Q4 2019 and held it in 4 quarters. The position peaked at $6.71K in Q2 2020. 568 funds tracked by Wall St. Rank hold ALC as of Q4 2020.

  • Artemis Wealth Advisors reported no remaining Alcon position as of Q4 2020 after selling out during the quarter.
  • Artemis Wealth Advisors sold 117 Alcon shares in Q4 2020, an estimated $6.66K.
  • Artemis Wealth Advisors first reported a position in Alcon in Q4 2019 and held it in 4 quarters.
  • Artemis Wealth Advisors's Alcon position peaked at $6.71K in Q2 2020.
  • 568 funds tracked by Wall St. Rank held Alcon as of Q4 2020.

Based on Artemis Wealth Advisors's 13F filing for Q4 2020, filed 17 Feb 2023.