Compass Wealth Management’s Alcon ALC Stock Holding History

Compass Wealth Management’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
2023 Q1	–	Sell	-100	Closed	-$6.83K	–	415
2022 Q4	$6.83K	Buy	+100	New	+$6.38K	﹤0.01%	367

Other funds holding ALC

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Compass Wealth Management's ALC Position: Q1 2023 in Review

Compass Wealth Management sold out of Alcon (ALC) in Q1 2023, closing a stake of 100 shares — an estimated $6.83K sold.

Compass Wealth Management first reported a position in ALC in Q4 2022 and held it in 1 quarter. The position peaked at $6.83K in Q4 2022. 591 funds tracked by Wall St. Rank hold ALC as of Q1 2023.

Compass Wealth Management reported no remaining Alcon position as of Q1 2023 after selling out during the quarter.
Compass Wealth Management sold 100 Alcon shares in Q1 2023, an estimated $6.83K.
Compass Wealth Management first reported a position in Alcon in Q4 2022 and held it in 1 quarter.
Compass Wealth Management's Alcon position peaked at $6.83K in Q4 2022.
591 funds tracked by Wall St. Rank held Alcon as of Q1 2023.

Based on Compass Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.