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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
-48
Closed -$3.98K – 1421
2024
Q1 		$3.98K Sell
48
-3
-6% -$241 ﹤0.01% 607
2023
Q4 		$3.87K Buy
+51
New +$3.77K ﹤0.01% 630
2019
Q4 		– Sell
-7
Closed – – 1372
2019
Q3 		$0 Buy
+7
New +$420 ﹤0.01% 1182

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 $550B AUM 43.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 48 shares — an estimated $3.98K sold.

Financial Gravity Asset Management first reported a position in ALC in Q3 2019 and held it in 3 quarters. The position peaked at $3.98K in Q1 2024. 633 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 48 Alcon shares in Q2 2024, an estimated $3.98K.
  • Financial Gravity Asset Management first reported a position in Alcon in Q3 2019 and held it in 3 quarters.
  • Financial Gravity Asset Management's Alcon position peaked at $3.98K in Q1 2024.
  • 633 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.