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Clearview Wealth Advisors’s Alcon ALC Stock Holding History

Clearview Wealth 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
2021
Q4 		– Sell
-120
Closed -$10K – 689
2021
Q3 		$10K Hold
120
– – 0.01% 410
2021
Q2 		$8K Hold
120
– – ﹤0.01% 459
2021
Q1 		$8K Hold
120
– – 0.01% 431
2020
Q4 		$8K Buy
+120
New +$7.51K 0.01% 395

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Clearview Wealth Advisors's ALC Position: Q4 2021 in Review

Clearview Wealth Advisors sold out of Alcon (ALC) in Q4 2021, closing a stake of 120 shares — an estimated $10K sold.

Clearview Wealth Advisors first reported a position in ALC in Q4 2020 and held it in 4 quarters. The position peaked at $10K in Q3 2021. 624 funds tracked by Wall St. Rank hold ALC as of Q4 2021.

  • Clearview Wealth Advisors reported no remaining Alcon position as of Q4 2021 after selling out during the quarter.
  • Clearview Wealth Advisors sold 120 Alcon shares in Q4 2021, an estimated $10K.
  • Clearview Wealth Advisors first reported a position in Alcon in Q4 2020 and held it in 4 quarters.
  • Clearview Wealth Advisors's Alcon position peaked at $10K in Q3 2021.
  • 624 funds tracked by Wall St. Rank held Alcon as of Q4 2021.

Based on Clearview Wealth Advisors's 13F filing for Q4 2021, filed 2 Feb 2022.