Defined Wealth Management’s Alcon ALC Stock Holding History

Defined 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
2021 Q1	–	Sell	-380	Closed	-$25K	–	99
2020 Q4	$25K	Buy	+380	New	+$23.8K	0.02%	161

Other funds holding ALC

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Defined Wealth Management's ALC Position: Q1 2021 in Review

Defined Wealth Management sold out of Alcon (ALC) in Q1 2021, closing a stake of 380 shares — an estimated $25K sold.

Defined Wealth Management first reported a position in ALC in Q4 2020 and held it in 1 quarter. The position peaked at $25K in Q4 2020. 567 funds tracked by Wall St. Rank hold ALC as of Q1 2021.

Defined Wealth Management reported no remaining Alcon position as of Q1 2021 after selling out during the quarter.
Defined Wealth Management sold 380 Alcon shares in Q1 2021, an estimated $25K.
Defined Wealth Management first reported a position in Alcon in Q4 2020 and held it in 1 quarter.
Defined Wealth Management's Alcon position peaked at $25K in Q4 2020.
567 funds tracked by Wall St. Rank held Alcon as of Q1 2021.

Based on Defined Wealth Management's 13F filing for Q1 2021, filed 18 May 2021.