BSW Wealth Partners’s Alcon ALC Stock Holding History

BSW Wealth Partners’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	-6,102	Closed	-$430K	–	281
2023 Q1	$430K	Sell	6,102 -82	-1%	-$5.83K	0.09%	163
2022 Q4	$424K	Buy	+6,184	New	+$394K	0.09%	157

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

BSW Wealth Partners's ALC Position: Q2 2023 in Review

BSW Wealth Partners sold out of Alcon (ALC) in Q2 2023, closing a stake of 6,102 shares — an estimated $430K sold.

BSW Wealth Partners first reported a position in ALC in Q4 2022 and held it in 2 quarters. The position peaked at $430K in Q1 2023. 596 funds tracked by Wall St. Rank hold ALC as of Q2 2023.

BSW Wealth Partners reported no remaining Alcon position as of Q2 2023 after selling out during the quarter.
BSW Wealth Partners sold 6,102 Alcon shares in Q2 2023, an estimated $430K.
BSW Wealth Partners first reported a position in Alcon in Q4 2022 and held it in 2 quarters.
BSW Wealth Partners's Alcon position peaked at $430K in Q1 2023.
596 funds tracked by Wall St. Rank held Alcon as of Q2 2023.

Based on BSW Wealth Partners's 13F filing for Q2 2023, filed 11 Aug 2023.