FSWA
ALC icon

Financial Synergies Wealth Advisors’s Alcon ALC Stock Holding History

Financial Synergies Wealth Advisors’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
2022
Q4 		– Sell
-11
Closed -$640 – 462
2022
Q3 		$640 Hold
11
– – ﹤0.01% 348
2022
Q2 		$769 Buy
+11
New +$803 ﹤0.01% 338

Other funds holding ALC

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Financial Synergies Wealth Advisors's ALC Position: Q4 2022 in Review

Financial Synergies Wealth Advisors sold out of Alcon (ALC) in Q4 2022, closing a stake of 11 shares — an estimated $640 sold.

Financial Synergies Wealth Advisors first reported a position in ALC in Q2 2022 and held it in 2 quarters. The position peaked at $769 in Q2 2022. 586 funds tracked by Wall St. Rank hold ALC as of Q4 2022.

  • Financial Synergies Wealth Advisors reported no remaining Alcon position as of Q4 2022 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 11 Alcon shares in Q4 2022, an estimated $640.
  • Financial Synergies Wealth Advisors first reported a position in Alcon in Q2 2022 and held it in 2 quarters.
  • Financial Synergies Wealth Advisors's Alcon position peaked at $769 in Q2 2022.
  • 586 funds tracked by Wall St. Rank held Alcon as of Q4 2022.

Based on Financial Synergies Wealth Advisors's 13F filing for Q4 2022, filed 4 Apr 2024.