Belpointe Asset Management’s Alcon ALC Stock Holding History

Belpointe Asset 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
2023 Q2	–	Sell	-2,040	Closed	-$144K	–	689
2023 Q1	$144K	Buy	2,040 +49	+2%	+$3.49K	0.01%	1101
2022 Q4	$137K	Buy	+1,991	New	+$127K	0.01%	1071
2022 Q3	–	Sell	-1,622	Closed	-$113K	–	1162
2022 Q2	$113K	Sell	1,622 -77	-5%	-$5.62K	0.01%	1064
2022 Q1	$135K	Sell	1,699 -174	-9%	-$13.4K	0.01%	1082
2021 Q4	$163K	Buy	1,873 +39	+2%	+$3.21K	0.01%	980
2021 Q3	$147K	Buy	1,834 +356	+24%	+$27.4K	0.01%	987
2021 Q2	$104K	Buy	+1,478	New	+$105K	0.01%	1112

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

Belpointe Asset Management's ALC Position: Q2 2023 in Review

Belpointe Asset Management sold out of Alcon (ALC) in Q2 2023, closing a stake of 2,040 shares — an estimated $144K sold.

Belpointe Asset Management first reported a position in ALC in Q2 2021 and held it in 7 quarters. The position peaked at $163K in Q4 2021. 596 funds tracked by Wall St. Rank hold ALC as of Q2 2023.

Belpointe Asset Management reported no remaining Alcon position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 2,040 Alcon shares in Q2 2023, an estimated $144K.
Belpointe Asset Management first reported a position in Alcon in Q2 2021 and held it in 7 quarters.
Belpointe Asset Management's Alcon position peaked at $163K in Q4 2021.
596 funds tracked by Wall St. Rank held Alcon as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.