Focused Wealth Management’s Alcon ALC Stock Holding History

Focused 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
2024 Q1	–	Sell	-89	Closed	-$6.96K	–	236
2023 Q4	$6.96K	Hold	89	–	–	﹤0.01%	613
2023 Q3	$6.87K	Hold	89	–	–	﹤0.01%	596
2023 Q2	$7.32K	Hold	89	–	–	﹤0.01%	606
2023 Q1	$6.28K	Hold	89	–	–	﹤0.01%	625
2022 Q4	$6.11K	Hold	89	–	–	﹤0.01%	611
2022 Q3	$5K	Hold	89	–	–	﹤0.01%	611
2022 Q2	$6K	Hold	89	–	–	﹤0.01%	575
2022 Q1	$7K	Sell	89 -13	-13%	-$1K	﹤0.01%	599
2021 Q4	$9K	Buy	102 +13	+15%	+$1.07K	﹤0.01%	597
2021 Q3	$7K	Buy	89 +10	+13%	+$770	﹤0.01%	651
2021 Q2	$6K	Hold	79	–	–	﹤0.01%	681
2021 Q1	$6K	Hold	79	–	–	﹤0.01%	674
2020 Q4	$5K	Hold	79	–	–	﹤0.01%	647
2020 Q3	$4K	Hold	79	–	–	﹤0.01%	622
2020 Q2	$5K	Hold	79	–	–	﹤0.01%	575
2020 Q1	$4K	Sell	79 -30	-28%	-$1.73K	﹤0.01%	537
2019 Q4	$6K	Sell	109 -30	-22%	-$1.72K	﹤0.01%	550
2019 Q3	$8K	Sell	139 -65	-32%	-$3.9K	﹤0.01%	505
2019 Q2	$13K	Buy	+204	New	+$12K	﹤0.01%	476

Other funds holding ALC

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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

ClearBridge Investments New York $115B AUM 24.78% 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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Focused Wealth Management's ALC Position: Q1 2024 in Review

Focused Wealth Management sold out of Alcon (ALC) in Q1 2024, closing a stake of 89 shares — an estimated $6.96K sold.

Focused Wealth Management first reported a position in ALC in Q2 2019 and held it in 19 quarters. The position peaked at $13K in Q2 2019. 617 funds tracked by Wall St. Rank hold ALC as of Q1 2024.

Focused Wealth Management reported no remaining Alcon position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 89 Alcon shares in Q1 2024, an estimated $6.96K.
Focused Wealth Management first reported a position in Alcon in Q2 2019 and held it in 19 quarters.
Focused Wealth Management's Alcon position peaked at $13K in Q2 2019.
617 funds tracked by Wall St. Rank held Alcon as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.