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B. Riley Wealth Advisors’s Alcon ALC Stock Holding History

B. Riley 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
2023
Q3 		– Sell
-5,542
Closed -$455K – 1456
2023
Q2 		$455K Sell
5,542
-1,072
-16% -$81.9K 0.01% 898
2023
Q1 		$467K Sell
6,614
-2,821
-30% -$201K 0.01% 834
2022
Q4 		$647K Sell
9,435
-315
-3% -$20.1K 0.02% 690
2022
Q3 		$569K Sell
9,750
-391
-4% -$27.1K 0.02% 695
2022
Q2 		$711K Buy
10,141
+399
+4% +$29.1K 0.03% 517
2022
Q1 		$774K Buy
9,742
+2,069
+27% +$160K 0.03% 568
2021
Q4 		$669K Sell
7,673
-2,280
-23% -$188K 0.02% 676
2021
Q3 		$747K Sell
9,953
-15,321
-61% -$1.18M 0.02% 620
2021
Q2 		$1.78M Buy
25,274
+3,731
+17% +$266K 0.06% 364
2021
Q1 		$1.5M Buy
21,543
+3,733
+21% +$264K 0.05% 379
2020
Q4 		$1.18M Buy
17,810
+3,544
+25% +$222K 0.06% 288
2020
Q3 		$815K Buy
14,266
+4,793
+51% +$282K 0.04% 366
2020
Q2 		$545K Buy
+9,473
New +$536K 0.04% 431
2019
Q4 		– Sell
-4,733
Closed -$277K – 838
2019
Q3 		$277K Buy
+4,733
New +$284K 0.03% 617

Other funds holding ALC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

B. Riley Wealth Advisors's ALC Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of Alcon (ALC) in Q3 2023, closing a stake of 5,542 shares — an estimated $455K sold.

B. Riley Wealth Advisors first reported a position in ALC in Q3 2019 and held it in 14 quarters. The position peaked at $1.78M in Q2 2021. 599 funds tracked by Wall St. Rank hold ALC as of Q3 2023.

  • B. Riley Wealth Advisors reported no remaining Alcon position as of Q3 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 5,542 Alcon shares in Q3 2023, an estimated $455K.
  • B. Riley Wealth Advisors first reported a position in Alcon in Q3 2019 and held it in 14 quarters.
  • B. Riley Wealth Advisors's Alcon position peaked at $1.78M in Q2 2021.
  • 599 funds tracked by Wall St. Rank held Alcon as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.