Burt Wealth Advisors’s Alcon ALC Stock Holding History

Burt 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
2021 Q1	–	Sell	-88	Closed	-$6K	–	100
2020 Q4	$6K	Hold	88	–	–	﹤0.01%	301
2020 Q3	$5K	Buy	88 +3	+4%	+$176	﹤0.01%	308
2020 Q2	$5K	Hold	85	–	–	﹤0.01%	296
2020 Q1	$4K	Hold	85	–	–	﹤0.01%	319
2019 Q4	$5K	Hold	85	–	–	﹤0.01%	291
2019 Q3	$5K	Hold	85	–	–	﹤0.01%	296
2019 Q2	$5K	Buy	+85	New	+$4.99K	﹤0.01%	297

Other funds holding ALC

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Burt Wealth Advisors's ALC Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Alcon (ALC) in Q1 2021, closing a stake of 88 shares — an estimated $6K sold.

Burt Wealth Advisors first reported a position in ALC in Q2 2019 and held it in 7 quarters. The position peaked at $6K in Q4 2020. 567 funds tracked by Wall St. Rank hold ALC as of Q1 2021.

Burt Wealth Advisors reported no remaining Alcon position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 88 Alcon shares in Q1 2021, an estimated $6K.
Burt Wealth Advisors first reported a position in Alcon in Q2 2019 and held it in 7 quarters.
Burt Wealth Advisors's Alcon position peaked at $6K in Q4 2020.
567 funds tracked by Wall St. Rank held Alcon as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.