CM Wealth Advisors’s Alcon ALC Stock Holding History

CM 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
2024 Q2	–	Sell	-4,875	Closed	-$395K	–	81
2024 Q1	$395K	Buy	+4,875	New	+$391K	0.11%	104

Other funds holding ALC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

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

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CM Wealth Advisors's ALC Position: Q2 2024 in Review

CM Wealth Advisors sold out of Alcon (ALC) in Q2 2024, closing a stake of 4,875 shares — an estimated $395K sold.

CM Wealth Advisors first reported a position in ALC in Q1 2024 and held it in 1 quarter. The position peaked at $395K in Q1 2024. 632 funds tracked by Wall St. Rank hold ALC as of Q2 2024.

CM Wealth Advisors reported no remaining Alcon position as of Q2 2024 after selling out during the quarter.
CM Wealth Advisors sold 4,875 Alcon shares in Q2 2024, an estimated $395K.
CM Wealth Advisors first reported a position in Alcon in Q1 2024 and held it in 1 quarter.
CM Wealth Advisors's Alcon position peaked at $395K in Q1 2024.
632 funds tracked by Wall St. Rank held Alcon as of Q2 2024.

Based on CM Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.