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Endurance Wealth Management’s Alcon ALC Stock Holding History

Endurance 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
-58
Closed -$4K – 643
2020
Q4 		$4K Hold
58
– – ﹤0.01% 533
2020
Q3 		$3K Sell
58
-7
-11% -$412 ﹤0.01% 542
2020
Q2 		$4K Hold
65
– – ﹤0.01% 518
2020
Q1 		$3K Hold
65
– – ﹤0.01% 490
2019
Q4 		$4K Hold
65
– – ﹤0.01% 465
2019
Q3 		$4K Buy
+65
New +$3.9K ﹤0.01% 458

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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

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

Endurance Wealth Management sold out of Alcon (ALC) in Q1 2021, closing a stake of 58 shares — an estimated $4K sold.

Endurance Wealth Management first reported a position in ALC in Q3 2019 and held it in 6 quarters. The position peaked at $4K in Q4 2020. 567 funds tracked by Wall St. Rank hold ALC as of Q1 2021.

  • Endurance Wealth Management reported no remaining Alcon position as of Q1 2021 after selling out during the quarter.
  • Endurance Wealth Management sold 58 Alcon shares in Q1 2021, an estimated $4K.
  • Endurance Wealth Management first reported a position in Alcon in Q3 2019 and held it in 6 quarters.
  • Endurance Wealth Management's Alcon position peaked at $4K in Q4 2020.
  • 567 funds tracked by Wall St. Rank held Alcon as of Q1 2021.

Based on Endurance Wealth Management's 13F filing for Q1 2021, filed 5 May 2021.