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FDx Advisors’s Alcon ALC Stock Holding History

FDx 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
2024
Q2 		– Sell
-3,237
Closed -$270K – 204
2024
Q1 		$270K Sell
3,237
-3,870
-54% -$310K 0.04% 305
2023
Q4 		$555K Sell
7,107
-2,770
-28% -$205K 0.04% 365
2023
Q3 		$761K Sell
9,877
-8,250
-46% -$678K 0.06% 269
2023
Q2 		$1.49M Sell
18,127
-8,754
-33% -$669K 0.08% 236
2023
Q1 		$1.84M Hold
26,881
– – 0.08% 204
2022
Q4 		$1.84M Sell
26,881
-2,947
-10% -$188K 0.08% 204
2022
Q3 		$1.74M Sell
29,828
-6,385
-18% -$443K 0.08% 204
2022
Q2 		$2.53M Sell
36,213
-4,554
-11% -$332K 0.1% 181
2022
Q1 		$3.23M Sell
40,767
-8,858
-18% -$685K 0.11% 156
2021
Q4 		$4.32M Sell
49,625
-2,484
-5% -$205K 0.12% 139
2021
Q3 		$4.19M Buy
52,109
+2,592
+5% +$199K 0.13% 126
2021
Q2 		$3.48M Buy
49,517
+3,764
+8% +$268K 0.12% 137
2021
Q1 		$3.21M Buy
45,753
+6,510
+17% +$461K 0.12% 134
2020
Q4 		$2.59M Buy
39,243
+9,247
+31% +$579K 0.11% 146
2020
Q3 		$1.71M Sell
29,996
-381
-1% -$22.4K 0.08% 165
2020
Q2 		$1.74M Sell
30,377
-1,275
-4% -$72.2K 0.09% 160
2020
Q1 		$1.61M Buy
31,652
+818
+3% +$47K 0.1% 146
2019
Q4 		$1.74M Sell
30,834
-399
-1% -$22.9K 0.1% 160
2019
Q3 		$1.82M Buy
31,233
+2,406
+8% +$144K 0.13% 146
2019
Q2 		$1.79M Buy
+28,827
New +$1.69M 0.07% 212

Other funds holding ALC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FDx Advisors's ALC Position: Q2 2024 in Review

FDx Advisors sold out of Alcon (ALC) in Q2 2024, closing a stake of 3,237 shares — an estimated $270K sold.

FDx Advisors first reported a position in ALC in Q2 2019 and held it in 20 quarters. The position peaked at $4.32M in Q4 2021. 632 funds tracked by Wall St. Rank hold ALC as of Q2 2024.

  • FDx Advisors reported no remaining Alcon position as of Q2 2024 after selling out during the quarter.
  • FDx Advisors sold 3,237 Alcon shares in Q2 2024, an estimated $270K.
  • FDx Advisors first reported a position in Alcon in Q2 2019 and held it in 20 quarters.
  • FDx Advisors's Alcon position peaked at $4.32M in Q4 2021.
  • 632 funds tracked by Wall St. Rank held Alcon as of Q2 2024.

Based on FDx Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.