IBEX Wealth Advisors’s Alcon ALC Stock Holding History

IBEX 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
2021 Q4	–	Sell	-6	Closed	–	–	197
2021 Q3	$0	Buy	+6	New	+$462	﹤0.01%	433

Other funds holding ALC

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

IBEX Wealth Advisors's ALC Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of Alcon (ALC) in Q4 2021, closing a stake of 6 shares.

IBEX Wealth Advisors first reported a position in ALC in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 624 funds tracked by Wall St. Rank hold ALC as of Q4 2021.

IBEX Wealth Advisors reported no remaining Alcon position as of Q4 2021 after selling out during the quarter.
IBEX Wealth Advisors sold 6 Alcon shares in Q4 2021.
IBEX Wealth Advisors first reported a position in Alcon in Q3 2021 and held it in 1 quarter.
IBEX Wealth Advisors's Alcon position peaked at $0 in Q3 2021.
624 funds tracked by Wall St. Rank held Alcon as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.