CFM Wealth Partners’s Alcon ALC Stock Holding History

CFM 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
2020 Q3	–	Sell	-29	Closed	-$1K	–	162
2020 Q2	$1K	Sell	29 -142	-83%	-$8.04K	﹤0.01%	478
2020 Q1	$9K	Buy	+171	New	+$9.83K	﹤0.01%	438

Other funds holding ALC

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

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

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

CFM Wealth Partners's ALC Position: Q3 2020 in Review

CFM Wealth Partners sold out of Alcon (ALC) in Q3 2020, closing a stake of 29 shares — an estimated $1K sold.

CFM Wealth Partners first reported a position in ALC in Q1 2020 and held it in 2 quarters. The position peaked at $9K in Q1 2020. 537 funds tracked by Wall St. Rank hold ALC as of Q3 2020.

CFM Wealth Partners reported no remaining Alcon position as of Q3 2020 after selling out during the quarter.
CFM Wealth Partners sold 29 Alcon shares in Q3 2020, an estimated $1K.
CFM Wealth Partners first reported a position in Alcon in Q1 2020 and held it in 2 quarters.
CFM Wealth Partners's Alcon position peaked at $9K in Q1 2020.
537 funds tracked by Wall St. Rank held Alcon as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.