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Filbrandt Wealth Management’s Alcon ALC Stock Holding History

Filbrandt Wealth Management’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
Q3 		$14K Hold
170
– – 0.01% 125
2021
Q2 		$12K Hold
170
– – 0.01% 127
2021
Q1 		$12K Hold
170
– – 0.01% 124
2020
Q4 		$11K Hold
170
– – 0.01% 131
2020
Q3 		$10K Hold
170
– – 0.01% 129
2020
Q2 		$10K Hold
170
– – 0.01% 225
2020
Q1 		$9K Hold
170
– – 0.01% 126
2019
Q4 		$9K Buy
+170
New +$9.74K 0.01% 155

Other funds holding ALC

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Filbrandt Wealth Management's ALC Position: Q3 2021 in Review

Filbrandt Wealth Management held its Alcon (ALC) position steady in Q3 2021 at 170 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #125.

Filbrandt Wealth Management first reported a position in ALC in Q4 2019 and has held it in 8 quarters since. 573 funds tracked by Wall St. Rank hold ALC as of Q3 2021.

  • Filbrandt Wealth Management held 170 shares of Alcon worth $14K as of Q3 2021.
  • Filbrandt Wealth Management left its Alcon share count unchanged in Q3 2021.
  • Alcon made up 0.01% of Filbrandt Wealth Management's portfolio in Q3 2021, its #125 holding.
  • Filbrandt Wealth Management first reported a position in Alcon in Q4 2019 and has held it in 8 quarters since.
  • 573 funds tracked by Wall St. Rank held Alcon as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.