Core Wealth Partners’s Alcon ALC Stock Holding History

Core Wealth Partners’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	-1,230	Closed	-$206K	–	105
2022 Q4	$206K	Buy	+1,230	New	+$78.5K	0.23%	94

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

Core Wealth Partners's ALC Position: Q1 2023 in Review

Core Wealth Partners sold out of Alcon (ALC) in Q1 2023, closing a stake of 1,230 shares — an estimated $206K sold.

Core Wealth Partners first reported a position in ALC in Q4 2022 and held it in 1 quarter. The position peaked at $206K in Q4 2022. 591 funds tracked by Wall St. Rank hold ALC as of Q1 2023.

Core Wealth Partners reported no remaining Alcon position as of Q1 2023 after selling out during the quarter.
Core Wealth Partners sold 1,230 Alcon shares in Q1 2023, an estimated $206K.
Core Wealth Partners first reported a position in Alcon in Q4 2022 and held it in 1 quarter.
Core Wealth Partners's Alcon position peaked at $206K in Q4 2022.
591 funds tracked by Wall St. Rank held Alcon as of Q1 2023.

Based on Core Wealth Partners's 13F filing for Q1 2023, filed 12 May 2023.