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Clear Perspectives Financial Planning’s Alcon ALC Stock Holding History

Clear Perspectives Financial Planning’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
-23
Closed -$2K – 181
2020
Q4 		$2K Buy
+23
New +$1.44K ﹤0.01% 169

Other funds holding ALC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Clear Perspectives Financial Planning's ALC Position: Q1 2021 in Review

Clear Perspectives Financial Planning sold out of Alcon (ALC) in Q1 2021, closing a stake of 23 shares — an estimated $2K sold.

Clear Perspectives Financial Planning first reported a position in ALC in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 567 funds tracked by Wall St. Rank hold ALC as of Q1 2021.

  • Clear Perspectives Financial Planning reported no remaining Alcon position as of Q1 2021 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 23 Alcon shares in Q1 2021, an estimated $2K.
  • Clear Perspectives Financial Planning first reported a position in Alcon in Q4 2020 and held it in 1 quarter.
  • Clear Perspectives Financial Planning's Alcon position peaked at $2K in Q4 2020.
  • 567 funds tracked by Wall St. Rank held Alcon as of Q1 2021.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2021, filed 6 May 2021.