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Evolution Wealth Advisors’s Alcon ALC Stock Holding History

Evolution Wealth Advisors’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
Q1 		– Sell
-67
Closed -$4K – 316
2019
Q4 		$4K Sell
67
-131
-66% -$7.5K ﹤0.01% 423
2019
Q3 		$12K Buy
+198
New +$11.9K 0.01% 148

Other funds holding ALC

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Evolution Wealth Advisors's ALC Position: Q1 2020 in Review

Evolution Wealth Advisors sold out of Alcon (ALC) in Q1 2020, closing a stake of 67 shares — an estimated $4K sold.

Evolution Wealth Advisors first reported a position in ALC in Q3 2019 and held it in 2 quarters. The position peaked at $12K in Q3 2019. 556 funds tracked by Wall St. Rank hold ALC as of Q1 2020.

  • Evolution Wealth Advisors reported no remaining Alcon position as of Q1 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 67 Alcon shares in Q1 2020, an estimated $4K.
  • Evolution Wealth Advisors first reported a position in Alcon in Q3 2019 and held it in 2 quarters.
  • Evolution Wealth Advisors's Alcon position peaked at $12K in Q3 2019.
  • 556 funds tracked by Wall St. Rank held Alcon as of Q1 2020.

Based on Evolution Wealth Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.