Fiduciary Planning’s Alcon ALC Stock Holding History

Fiduciary Planning’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
2021 Q2	–	Sell	-28	Closed	-$2K	–	67
2021 Q1	$2K	Buy	+28	New	+$1.98K	﹤0.01%	227

Other funds holding ALC

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

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

Fiduciary Planning's ALC Position: Q2 2021 in Review

Fiduciary Planning sold out of Alcon (ALC) in Q2 2021, closing a stake of 28 shares — an estimated $2K sold.

Fiduciary Planning first reported a position in ALC in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 566 funds tracked by Wall St. Rank hold ALC as of Q2 2021.

Fiduciary Planning reported no remaining Alcon position as of Q2 2021 after selling out during the quarter.
Fiduciary Planning sold 28 Alcon shares in Q2 2021, an estimated $2K.
Fiduciary Planning first reported a position in Alcon in Q1 2021 and held it in 1 quarter.
Fiduciary Planning's Alcon position peaked at $2K in Q1 2021.
566 funds tracked by Wall St. Rank held Alcon as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.