Capital Advisors Ltd’s Alcon ALC Stock Holding History

Capital Advisors Ltd’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 Q2	–	Sell	-72	Closed	-$5K	–	475
2021 Q1	$5K	Hold	72	–	–	﹤0.01%	445
2020 Q4	$5K	Hold	72	–	–	﹤0.01%	414
2020 Q3	$4K	Hold	72	–	–	﹤0.01%	418
2020 Q2	$4K	Hold	72	–	–	﹤0.01%	412
2020 Q1	$4K	Hold	72	–	–	﹤0.01%	413
2019 Q4	$4K	Sell	72 -72	-50%	-$4.12K	﹤0.01%	389
2019 Q3	$8K	Sell	144 -15	-9%	-$900	﹤0.01%	360
2019 Q2	$10K	Buy	+159	New	+$9.33K	﹤0.01%	379

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

ClearBridge Investments New York $115B AUM 24.78% 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

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

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

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

Capital Advisors Ltd's ALC Position: Q2 2021 in Review

Capital Advisors Ltd sold out of Alcon (ALC) in Q2 2021, closing a stake of 72 shares — an estimated $5K sold.

Capital Advisors Ltd first reported a position in ALC in Q2 2019 and held it in 8 quarters. The position peaked at $10K in Q2 2019. 566 funds tracked by Wall St. Rank hold ALC as of Q2 2021.

Capital Advisors Ltd reported no remaining Alcon position as of Q2 2021 after selling out during the quarter.
Capital Advisors Ltd sold 72 Alcon shares in Q2 2021, an estimated $5K.
Capital Advisors Ltd first reported a position in Alcon in Q2 2019 and held it in 8 quarters.
Capital Advisors Ltd's Alcon position peaked at $10K in Q2 2019.
566 funds tracked by Wall St. Rank held Alcon as of Q2 2021.

Based on Capital Advisors Ltd's 13F filing for Q2 2021, filed 10 Aug 2021.