HWMA
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Heritage Wealth Management (Arizona)’s Alcon ALC Stock Holding History

Heritage Wealth Management (Arizona)’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 		$754K Sell
8,465
-825
-9% -$70.4K 0.42% 55
2024
Q1 		$774K Sell
9,290
-271
-3% -$21.7K 0.39% 57
2023
Q4 		$747K Buy
+9,561
New +$706K 0.4% 59
2022
Q4 		$1.65M Buy
24,039
+13,637
+131% +$870K 0.24% 71
2022
Q3 		$605K Buy
10,402
+597
+6% +$41.4K 0.19% 87
2022
Q2 		$685K Buy
9,805
+1,184
+14% +$86.4K 0.23% 77
2022
Q1 		$684K Buy
+8,621
New +$666K 0.18% 93
2021
Q3 		$353K Buy
4,390
+773
+21% +$59.5K 0.13% 129
2021
Q2 		$254K Buy
3,617
+1,462
+68% +$104K 0.1% 184
2021
Q1 		$151K Buy
+2,155
New +$153K 0.09% 196

Other funds holding ALC

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return