BDO Wealth Advisors’s Alcon ALC Stock Holding History

BDO 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 Q2	$11.8K	Buy	144 +19	+15%	+$1.45K	﹤0.01%	680
2023 Q1	$8.82K	Hold	125	–	–	﹤0.01%	724
2022 Q4	$8.57K	Hold	125	–	–	﹤0.01%	706
2022 Q3	$7K	Hold	125	–	–	﹤0.01%	764
2022 Q2	$9K	Sell	125 -39	-24%	-$2.85K	﹤0.01%	695
2022 Q1	$13K	Hold	164	–	–	﹤0.01%	680
2021 Q4	$14K	Buy	164 +26	+19%	+$2.14K	﹤0.01%	678
2021 Q3	$11K	Hold	138	–	–	﹤0.01%	703
2021 Q2	$10K	Buy	138 +37	+37%	+$2.64K	﹤0.01%	741
2021 Q1	$7K	Buy	101 +21	+26%	+$1.49K	﹤0.01%	787
2020 Q4	$5K	Hold	80	–	–	﹤0.01%	625
2020 Q3	$5K	Sell	80 -36	-31%	-$2.12K	﹤0.01%	547
2020 Q2	$7K	Sell	116 -95	-45%	-$5.38K	﹤0.01%	528
2020 Q1	$11K	Sell	211 -39	-16%	-$2.24K	﹤0.01%	530
2019 Q4	$14K	Sell	250 -127	-34%	-$7.27K	﹤0.01%	411
2019 Q3	$22K	Sell	377 -34	-8%	-$2.04K	0.01%	389
2019 Q2	$26K	Buy	+411	New	+$24.1K	0.01%	365

Other funds holding ALC

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BDO Wealth Advisors's ALC Position: Q2 2023 in Review

BDO Wealth Advisors increased its Alcon (ALC) stake by 15% in Q2 2023, buying an estimated $1.45K and bringing the position to 144 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #680.

BDO Wealth Advisors first reported a position in ALC in Q2 2019 and has held it in 17 quarters since. The position peaked at $26K in Q2 2019. 596 funds tracked by Wall St. Rank hold ALC as of Q2 2023.

BDO Wealth Advisors held 144 shares of Alcon worth $11.8K as of Q2 2023.
BDO Wealth Advisors bought 19 Alcon shares in Q2 2023, an estimated $1.45K.
Alcon made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #680 holding.
BDO Wealth Advisors first reported a position in Alcon in Q2 2019 and has held it in 17 quarters since.
BDO Wealth Advisors's Alcon position peaked at $26K in Q2 2019.
596 funds tracked by Wall St. Rank held Alcon as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.