CSWM
ALC icon

Cassady Schiller Wealth Management’s Alcon ALC Stock Holding History

Cassady Schiller 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
2023
Q4 		– Sell
-87
Closed -$6.7K – 437
2023
Q3 		$6.7K Hold
87
– – ﹤0.01% 354
2023
Q2 		$7.14K Hold
87
– – ﹤0.01% 363
2023
Q1 		$6.14K Hold
87
– – ﹤0.01% 349
2022
Q4 		$5.96K Buy
+87
New +$5.55K ﹤0.01% 356
2022
Q1 		– Sell
-87
Closed -$8K – 125
2021
Q4 		$8K Buy
+87
New +$7.17K ﹤0.01% 329

Other funds holding ALC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cassady Schiller Wealth Management's ALC Position: Q4 2023 in Review

Cassady Schiller Wealth Management sold out of Alcon (ALC) in Q4 2023, closing a stake of 87 shares — an estimated $6.7K sold.

Cassady Schiller Wealth Management first reported a position in ALC in Q4 2021 and held it in 5 quarters. The position peaked at $8K in Q4 2021. 611 funds tracked by Wall St. Rank hold ALC as of Q4 2023.

  • Cassady Schiller Wealth Management reported no remaining Alcon position as of Q4 2023 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 87 Alcon shares in Q4 2023, an estimated $6.7K.
  • Cassady Schiller Wealth Management first reported a position in Alcon in Q4 2021 and held it in 5 quarters.
  • Cassady Schiller Wealth Management's Alcon position peaked at $8K in Q4 2021.
  • 611 funds tracked by Wall St. Rank held Alcon as of Q4 2023.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2023, filed 9 Feb 2024.