HHM Wealth Advisors’s Alcon ALC Stock Holding History

HHM 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
2024 Q3	–	Sell	-20	Closed	-$1.78K	–	781
2024 Q2	$1.78K	Buy	+20	New	+$1.71K	﹤0.01%	713
2023 Q2	–	Sell	-53	Closed	-$3.74K	–	804
2023 Q1	$3.74K	Hold	53	–	–	﹤0.01%	678
2022 Q4	$3.63K	Buy	+53	New	+$3.38K	﹤0.01%	556
2022 Q3	–	Sell	-34	Closed	-$2K	–	645
2022 Q2	$2K	Hold	34	–	–	﹤0.01%	732
2022 Q1	$3K	Hold	34	–	–	﹤0.01%	644
2021 Q4	$3K	Hold	34	–	–	﹤0.01%	604
2021 Q3	$3K	Hold	34	–	–	﹤0.01%	568
2021 Q2	$2K	Hold	34	–	–	﹤0.01%	572
2021 Q1	$2K	Hold	34	–	–	﹤0.01%	532
2020 Q4	$2K	Sell	34 -30	-47%	-$1.88K	﹤0.01%	494
2020 Q3	$4K	Buy	64 +30	+88%	+$1.76K	﹤0.01%	433
2020 Q2	$2K	Hold	34	–	–	﹤0.01%	454
2020 Q1	$2K	Buy	+34	New	+$1.96K	﹤0.01%	426

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

HHM Wealth Advisors's ALC Position: Q3 2024 in Review

HHM Wealth Advisors sold out of Alcon (ALC) in Q3 2024, closing a stake of 20 shares — an estimated $1.78K sold.

HHM Wealth Advisors first reported a position in ALC in Q1 2020 and held it in 13 quarters. The position peaked at $4K in Q3 2020. 657 funds tracked by Wall St. Rank hold ALC as of Q3 2024.

HHM Wealth Advisors reported no remaining Alcon position as of Q3 2024 after selling out during the quarter.
HHM Wealth Advisors sold 20 Alcon shares in Q3 2024, an estimated $1.78K.
HHM Wealth Advisors first reported a position in Alcon in Q1 2020 and held it in 13 quarters.
HHM Wealth Advisors's Alcon position peaked at $4K in Q3 2020.
657 funds tracked by Wall St. Rank held Alcon as of Q3 2024.

Based on HHM Wealth Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.