First Personal Financial Services’s Alcon ALC Stock Holding History

First Personal Financial Services’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 Q3	$10.4K	Hold	104	–	–	﹤0.01%	305
2024 Q2	$9.27K	Hold	104	–	–	﹤0.01%	280
2024 Q1	$8.66K	Hold	104	–	–	﹤0.01%	289
2023 Q4	$8.13K	Sell	104 -61	-37%	-$4.51K	﹤0.01%	312
2023 Q3	$12.7K	Hold	165	–	–	﹤0.01%	288
2023 Q2	$13.5K	Hold	165	–	–	﹤0.01%	292
2023 Q1	$11.6K	Sell	165 -85	-34%	-$6.05K	﹤0.01%	313
2022 Q4	$17.1K	Hold	250	–	–	﹤0.01%	299
2022 Q3	$15K	Hold	250	–	–	﹤0.01%	306
2022 Q2	$17K	Hold	250	–	–	﹤0.01%	244
2022 Q1	$20K	Sell	250 -40	-14%	-$3.09K	﹤0.01%	246
2021 Q4	$25K	Hold	290	–	–	0.01%	237
2021 Q3	$23K	Sell	290 -159	-35%	-$12.2K	0.01%	236
2021 Q2	$32K	Sell	449 -110	-20%	-$7.83K	0.01%	223
2021 Q1	$39K	Hold	559	–	–	0.01%	204
2020 Q4	$37K	Hold	559	–	–	0.01%	204
2020 Q3	$32K	Sell	559 -29	-5%	-$1.71K	0.01%	206
2020 Q2	$34K	Sell	588 -100	-15%	-$5.66K	0.01%	209
2020 Q1	$35K	Sell	688 -89	-11%	-$5.12K	0.01%	202
2019 Q4	$44K	Sell	777 -559	-42%	-$32K	0.01%	199
2019 Q3	$78K	Buy	+1,336	New	+$80.2K	0.02%	199

Other funds holding ALC

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

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

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

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

First Personal Financial Services's ALC Position: Q3 2024 in Review

First Personal Financial Services held its Alcon (ALC) position steady in Q3 2024 at 104 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #305.

First Personal Financial Services first reported a position in ALC in Q3 2019 and has held it in 21 quarters since. The position peaked at $78K in Q3 2019. 657 funds tracked by Wall St. Rank hold ALC as of Q3 2024.

First Personal Financial Services held 104 shares of Alcon worth $10.4K as of Q3 2024.
First Personal Financial Services left its Alcon share count unchanged in Q3 2024.
Alcon made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #305 holding.
First Personal Financial Services first reported a position in Alcon in Q3 2019 and has held it in 21 quarters since.
First Personal Financial Services's Alcon position peaked at $78K in Q3 2019.
657 funds tracked by Wall St. Rank held Alcon as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.