BKM Wealth Management’s Alcon ALC Stock Holding History

BKM 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
2024 Q1	–	Sell	-73	Closed	-$5.7K	–	204
2023 Q4	$5.7K	Buy	+73	New	+$5.39K	﹤0.01%	504

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

Norges Bank Oslo, Norway $935B AUM

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

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

Barclays London, United Kingdom $416B AUM 33.63% 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

BKM Wealth Management's ALC Position: Q1 2024 in Review

BKM Wealth Management sold out of Alcon (ALC) in Q1 2024, closing a stake of 73 shares — an estimated $5.7K sold.

BKM Wealth Management first reported a position in ALC in Q4 2023 and held it in 1 quarter. The position peaked at $5.7K in Q4 2023. 617 funds tracked by Wall St. Rank hold ALC as of Q1 2024.

BKM Wealth Management reported no remaining Alcon position as of Q1 2024 after selling out during the quarter.
BKM Wealth Management sold 73 Alcon shares in Q1 2024, an estimated $5.7K.
BKM Wealth Management first reported a position in Alcon in Q4 2023 and held it in 1 quarter.
BKM Wealth Management's Alcon position peaked at $5.7K in Q4 2023.
617 funds tracked by Wall St. Rank held Alcon as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.