GoalVest Advisory’s Alcon ALC Stock Holding History

GoalVest Advisory’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	-102	Closed	-$7.97K	–	411
2023 Q4	$7.97K	Sell	102 -257	-72%	-$19K	﹤0.01%	266
2023 Q3	$27.7K	Buy	359 +109	+44%	+$8.96K	0.01%	187
2023 Q2	$20.5K	Buy	+250	New	+$19.1K	0.01%	199

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

GoalVest Advisory's ALC Position: Q1 2024 in Review

GoalVest Advisory sold out of Alcon (ALC) in Q1 2024, closing a stake of 102 shares — an estimated $7.97K sold.

GoalVest Advisory first reported a position in ALC in Q2 2023 and held it in 3 quarters. The position peaked at $27.7K in Q3 2023. 617 funds tracked by Wall St. Rank hold ALC as of Q1 2024.

GoalVest Advisory reported no remaining Alcon position as of Q1 2024 after selling out during the quarter.
GoalVest Advisory sold 102 Alcon shares in Q1 2024, an estimated $7.97K.
GoalVest Advisory first reported a position in Alcon in Q2 2023 and held it in 3 quarters.
GoalVest Advisory's Alcon position peaked at $27.7K in Q3 2023.
617 funds tracked by Wall St. Rank held Alcon as of Q1 2024.

Based on GoalVest Advisory's 13F filing for Q1 2024, filed 15 Apr 2024.