Clear Point Advisors’s Alcon ALC Stock Holding History

Clear Point 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	-12	Closed	-$1.2K	–	118
2024 Q3	$1.2K	Hold	12	–	–	﹤0.01%	471
2024 Q2	$1.07K	Hold	12	–	–	﹤0.01%	469
2024 Q1	$999	Hold	12	–	–	﹤0.01%	465
2023 Q4	$937	Buy	+12	New	+$886	﹤0.01%	453

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

Clear Point Advisors's ALC Position: Q4 2024 in Review

Clear Point Advisors sold out of Alcon (ALC) in Q4 2024, closing a stake of 12 shares — an estimated $1.2K sold.

Clear Point Advisors first reported a position in ALC in Q4 2023 and held it in 4 quarters. The position peaked at $1.2K in Q3 2024. 660 funds tracked by Wall St. Rank hold ALC as of Q4 2024.

Clear Point Advisors reported no remaining Alcon position as of Q4 2024 after selling out during the quarter.
Clear Point Advisors sold 12 Alcon shares in Q4 2024, an estimated $1.2K.
Clear Point Advisors first reported a position in Alcon in Q4 2023 and held it in 4 quarters.
Clear Point Advisors's Alcon position peaked at $1.2K in Q3 2024.
660 funds tracked by Wall St. Rank held Alcon as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.