Atria Wealth Solutions’s Alcon ALC Stock Holding History

Atria Wealth Solutions’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
2024 Q4	–	Sell	-2,237	Closed	-$224K	–	1967
2024 Q3	$224K	Sell	2,237 -1,802	-45%	-$169K	﹤0.01%	1709
2024 Q2	$360K	Sell	4,039 -124	-3%	-$10.6K	﹤0.01%	1396
2024 Q1	$346K	Buy	4,163 +392	+10%	+$31.4K	﹤0.01%	1466
2023 Q4	$294K	Buy	3,771 +231	+7%	+$17.1K	﹤0.01%	1518
2023 Q3	$274K	Buy	3,540 +418	+13%	+$34.4K	﹤0.01%	1470
2023 Q2	$258K	Sell	3,122 -2,895	-48%	-$221K	﹤0.01%	1533
2023 Q1	$425K	Buy	6,017 +2,954	+96%	+$210K	0.01%	1223
2022 Q4	$210K	Buy	+3,063	New	+$195K	﹤0.01%	1586
2022 Q3	–	Sell	-4,775	Closed	-$334K	–	1747
2022 Q2	$334K	Buy	4,775 +1,733	+57%	+$126K	0.01%	1154
2022 Q1	$243K	Buy	+3,042	New	+$235K	﹤0.01%	1445

Other funds holding ALC

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Atria Wealth Solutions's ALC Position: Q4 2024 in Review

Atria Wealth Solutions sold out of Alcon (ALC) in Q4 2024, closing a stake of 2,237 shares — an estimated $224K sold.

Atria Wealth Solutions first reported a position in ALC in Q1 2022 and held it in 10 quarters. The position peaked at $425K in Q1 2023. 660 funds tracked by Wall St. Rank hold ALC as of Q4 2024.

Atria Wealth Solutions reported no remaining Alcon position as of Q4 2024 after selling out during the quarter.
Atria Wealth Solutions sold 2,237 Alcon shares in Q4 2024, an estimated $224K.
Atria Wealth Solutions first reported a position in Alcon in Q1 2022 and held it in 10 quarters.
Atria Wealth Solutions's Alcon position peaked at $425K in Q1 2023.
660 funds tracked by Wall St. Rank held Alcon as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.