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Evoke Wealth’s Alcon ALC Stock Holding History

Evoke Wealth’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
2022
Q4 		– Sell
-1,532
Closed -$89K – 379
2022
Q3 		$89K Sell
1,532
-510
-25% -$35.4K ﹤0.01% 432
2022
Q2 		$143K Sell
2,042
-778
-28% -$56.8K 0.01% 365
2022
Q1 		$224K Sell
2,820
-482
-15% -$37.3K 0.01% 337
2021
Q4 		$288K Buy
3,302
+370
+13% +$30.5K 0.01% 308
2021
Q3 		$235K Sell
2,932
-186
-6% -$14.3K 0.01% 318
2021
Q2 		$219K Buy
3,118
+1,051
+51% +$74.9K 0.01% 336
2021
Q1 		$145K Buy
2,067
+2,017
+4,034% +$143K 0.01% 345
2020
Q4 		$3K Hold
50
– – ﹤0.01% 805
2020
Q3 		$3K Sell
50
-4
-7% -$235 ﹤0.01% 753
2020
Q2 		$3K Hold
54
– – ﹤0.01% 766
2020
Q1 		$2.74K Sell
54
-527
-91% -$30.3K ﹤0.01% 749
2019
Q4 		$32.9K Sell
581
-8
-1% -$458 ﹤0.01% 492
2019
Q3 		$34.4K Buy
+589
New +$35.3K ﹤0.01% 531

Other funds holding ALC

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Evoke Wealth's ALC Position: Q4 2022 in Review

Evoke Wealth sold out of Alcon (ALC) in Q4 2022, closing a stake of 1,532 shares — an estimated $89K sold.

Evoke Wealth first reported a position in ALC in Q3 2019 and held it in 13 quarters. The position peaked at $288K in Q4 2021. 586 funds tracked by Wall St. Rank hold ALC as of Q4 2022.

  • Evoke Wealth reported no remaining Alcon position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 1,532 Alcon shares in Q4 2022, an estimated $89K.
  • Evoke Wealth first reported a position in Alcon in Q3 2019 and held it in 13 quarters.
  • Evoke Wealth's Alcon position peaked at $288K in Q4 2021.
  • 586 funds tracked by Wall St. Rank held Alcon as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.