Atlas Private Wealth Management’s Alcon ALC Stock Holding History

Atlas Private 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
2021 Q2	–	Sell	-39	Closed	-$3K	–	125
2021 Q1	$3K	Hold	39	–	–	﹤0.01%	350
2020 Q4	$3K	Hold	39	–	–	﹤0.01%	343
2020 Q3	$2K	Hold	39	–	–	﹤0.01%	367
2020 Q2	$2K	Hold	39	–	–	﹤0.01%	416
2020 Q1	$2K	Sell	39 -15	-28%	-$862	﹤0.01%	401
2019 Q4	$3K	Buy	+54	New	+$3.09K	﹤0.01%	413

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return

Atlas Private Wealth Management's ALC Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Alcon (ALC) in Q2 2021, closing a stake of 39 shares — an estimated $3K sold.

Atlas Private Wealth Management first reported a position in ALC in Q4 2019 and held it in 6 quarters. The position peaked at $3K in Q1 2021. 566 funds tracked by Wall St. Rank hold ALC as of Q2 2021.

Atlas Private Wealth Management reported no remaining Alcon position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 39 Alcon shares in Q2 2021, an estimated $3K.
Atlas Private Wealth Management first reported a position in Alcon in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's Alcon position peaked at $3K in Q1 2021.
566 funds tracked by Wall St. Rank held Alcon as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.