BerganKDV Wealth Management’s Alcon ALC Stock Holding History

BerganKDV 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
2023 Q2	$4.11K	Sell	50 -101	-67%	-$7.71K	﹤0.01%	625
2023 Q1	$10.7K	Buy	151 +101	+202%	+$7.19K	﹤0.01%	593
2022 Q4	$3.43K	Hold	50	–	–	﹤0.01%	732
2022 Q3	$3K	Sell	50 -38	-43%	-$2.64K	﹤0.01%	739
2022 Q2	$6K	Hold	88	–	–	﹤0.01%	657
2022 Q1	$7K	Hold	88	–	–	﹤0.01%	657
2021 Q4	$8K	Buy	88 +7	+9%	+$576	﹤0.01%	689
2021 Q3	$7K	Sell	81 -26	-24%	-$2K	﹤0.01%	687
2021 Q2	$8K	Hold	107	–	–	﹤0.01%	634
2021 Q1	$8K	Sell	107 -50	-32%	-$3.54K	﹤0.01%	602
2020 Q4	$10K	Buy	157 +3	+2%	+$188	﹤0.01%	565
2020 Q3	$9K	Sell	154 -35	-19%	-$2.06K	﹤0.01%	512
2020 Q2	$11K	Sell	189 -81	-30%	-$4.59K	﹤0.01%	527
2020 Q1	$14K	Sell	270 -52	-16%	-$2.99K	﹤0.01%	455
2019 Q4	$18K	Buy	322 +46	+17%	+$2.63K	﹤0.01%	461
2019 Q3	$16K	Sell	276 -63	-19%	-$3.78K	﹤0.01%	453
2019 Q2	$21K	Buy	+339	New	+$19.9K	﹤0.01%	417

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

BerganKDV Wealth Management's ALC Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Alcon (ALC) stake by 67% in Q2 2023, selling an estimated $7.71K and leaving 50 shares worth $4.11K. The position accounts for ﹤0.01% of the portfolio, ranked #625.

BerganKDV Wealth Management first reported a position in ALC in Q2 2019 and has held it in 17 quarters since. The position peaked at $21K in Q2 2019. 596 funds tracked by Wall St. Rank hold ALC as of Q2 2023.

BerganKDV Wealth Management held 50 shares of Alcon worth $4.11K as of Q2 2023.
BerganKDV Wealth Management sold 101 Alcon shares in Q2 2023, an estimated $7.71K.
Alcon made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #625 holding.
BerganKDV Wealth Management first reported a position in Alcon in Q2 2019 and has held it in 17 quarters since.
BerganKDV Wealth Management's Alcon position peaked at $21K in Q2 2019.
596 funds tracked by Wall St. Rank held Alcon as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.