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Engrave Wealth Partners’s Alcon ALC Stock Holding History

Engrave 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
2020
Q3 		– Sell
-142
Closed -$8K – 63
2020
Q2 		$8K Buy
142
+94
+196% +$5.32K 0.01% 263
2020
Q1 		$2K Hold
48
– – ﹤0.01% 339
2019
Q4 		$2K Buy
+48
New +$2.75K ﹤0.01% 396

Other funds holding ALC

Capital Research Global Investors
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Engrave Wealth Partners's ALC Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Alcon (ALC) in Q3 2020, closing a stake of 142 shares — an estimated $8K sold.

Engrave Wealth Partners first reported a position in ALC in Q4 2019 and held it in 3 quarters. The position peaked at $8K in Q2 2020. 537 funds tracked by Wall St. Rank hold ALC as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Alcon position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 142 Alcon shares in Q3 2020, an estimated $8K.
  • Engrave Wealth Partners first reported a position in Alcon in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Alcon position peaked at $8K in Q2 2020.
  • 537 funds tracked by Wall St. Rank held Alcon as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.