Capital Performance Advisors’s Alcon ALC Stock Holding History

Capital Performance 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
2024 Q4	–	Sell	-40	Closed	-$4K	–	257
2024 Q3	$4K	Buy	+40	New	+$3.76K	﹤0.01%	1206

Other funds holding ALC

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Capital Performance Advisors's ALC Position: Q4 2024 in Review

Capital Performance Advisors sold out of Alcon (ALC) in Q4 2024, closing a stake of 40 shares — an estimated $4K sold.

Capital Performance Advisors first reported a position in ALC in Q3 2024 and held it in 1 quarter. The position peaked at $4K in Q3 2024. 660 funds tracked by Wall St. Rank hold ALC as of Q4 2024.

Capital Performance Advisors reported no remaining Alcon position as of Q4 2024 after selling out during the quarter.
Capital Performance Advisors sold 40 Alcon shares in Q4 2024, an estimated $4K.
Capital Performance Advisors first reported a position in Alcon in Q3 2024 and held it in 1 quarter.
Capital Performance Advisors's Alcon position peaked at $4K in Q3 2024.
660 funds tracked by Wall St. Rank held Alcon as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.