Financial Gravity Asset Management’s Alcon ALC Stock Holding History

Financial Gravity Asset 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
2024 Q2	–	Sell	-173	Closed	-$14.4K	–	1450
2024 Q1	$14.4K	Buy	173 +64	+59%	+$5.13K	﹤0.01%	634
2023 Q4	$8K	Buy	109 +51	+88%	+$3.77K	﹤0.01%	816
2023 Q3	$4.12K	Sell	58 -24	-29%	-$1.97K	﹤0.01%	646
2023 Q2	$9.83K	Buy	82 +11	+15%	+$840	0.03%	341
2023 Q1	$4.91K	Buy	71 +2	+3%	+$142	0.15%	152
2022 Q4	$8.92K	Sell	69 -917	-93%	-$58.5K	0.05%	281
2022 Q3	$4.4K	Buy	+986	New	+$68.4K	0.15%	140
2019 Q4	–	Sell	-7	Closed	–	–	1372
2019 Q3	$0	Buy	+7	New	+$420	﹤0.01%	1182

Other funds holding ALC

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Financial Gravity Asset Management's ALC Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Alcon (ALC) in Q2 2024, closing a stake of 173 shares — an estimated $14.4K sold.

Financial Gravity Asset Management first reported a position in ALC in Q3 2019 and held it in 8 quarters. The position peaked at $14.4K in Q1 2024. 632 funds tracked by Wall St. Rank hold ALC as of Q2 2024.

Financial Gravity Asset Management reported no remaining Alcon position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 173 Alcon shares in Q2 2024, an estimated $14.4K.
Financial Gravity Asset Management first reported a position in Alcon in Q3 2019 and held it in 8 quarters.
Financial Gravity Asset Management's Alcon position peaked at $14.4K in Q1 2024.
632 funds tracked by Wall St. Rank held Alcon as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.