Fiduciary Alliance’s Alcon ALC Stock Holding History

Fiduciary Alliance’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
2023 Q3	–	Sell	-282	Closed	-$23.2K	–	196
2023 Q2	$23.2K	Buy	+282	New	+$21.5K	0.01%	420
2023 Q1	–	Sell	-31	Closed	-$2.13K	–	161
2022 Q4	$2.13K	Buy	+31	New	+$1.98K	﹤0.01%	685

Other funds holding ALC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fiduciary Alliance's ALC Position: Q3 2023 in Review

Fiduciary Alliance sold out of Alcon (ALC) in Q3 2023, closing a stake of 282 shares — an estimated $23.2K sold.

Fiduciary Alliance first reported a position in ALC in Q4 2022 and held it in 2 quarters. The position peaked at $23.2K in Q2 2023. 599 funds tracked by Wall St. Rank hold ALC as of Q3 2023.

Fiduciary Alliance reported no remaining Alcon position as of Q3 2023 after selling out during the quarter.
Fiduciary Alliance sold 282 Alcon shares in Q3 2023, an estimated $23.2K.
Fiduciary Alliance first reported a position in Alcon in Q4 2022 and held it in 2 quarters.
Fiduciary Alliance's Alcon position peaked at $23.2K in Q2 2023.
599 funds tracked by Wall St. Rank held Alcon as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.