HNWAG
ALC icon

High Net Worth Advisory Group’s Alcon ALC Stock Holding History

High Net Worth Advisory Group’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
2023
Q1 		– Sell
-400
Closed -$27.4K – 204
2022
Q4 		$27.4K Hold
400
– – 0.01% 396
2022
Q3 		$23K Sell
400
-28
-7% -$1.94K 0.01% 430
2022
Q2 		$30K Hold
428
– – 0.01% 393
2022
Q1 		$34K Hold
428
– – 0.01% 386
2021
Q4 		$38K Buy
+428
New +$35.2K 0.01% 375

Other funds holding ALC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

High Net Worth Advisory Group's ALC Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Alcon (ALC) in Q1 2023, closing a stake of 400 shares — an estimated $27.4K sold.

High Net Worth Advisory Group first reported a position in ALC in Q4 2021 and held it in 5 quarters. The position peaked at $38K in Q4 2021. 591 funds tracked by Wall St. Rank hold ALC as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining Alcon position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 400 Alcon shares in Q1 2023, an estimated $27.4K.
  • High Net Worth Advisory Group first reported a position in Alcon in Q4 2021 and held it in 5 quarters.
  • High Net Worth Advisory Group's Alcon position peaked at $38K in Q4 2021.
  • 591 funds tracked by Wall St. Rank held Alcon as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.