IHT Wealth Management’s Alcon ALC Stock Holding History

IHT Wealth Management’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 Q4	–	Sell	-3,641	Closed	-$363K	–	1083
2024 Q3	$363K	Buy	3,641 +1,344	+59%	+$126K	0.01%	836
2024 Q2	$205K	Buy	+2,297	New	+$196K	0.01%	953
2024 Q1	–	Sell	-2,996	Closed	-$234K	–	1011
2023 Q4	$234K	Buy	2,996 +147	+5%	+$10.9K	0.01%	860
2023 Q3	$220K	Buy	2,849 +168	+6%	+$13.8K	0.01%	851
2023 Q2	$220K	Sell	2,681 -235	-8%	-$17.9K	0.01%	845
2023 Q1	$206K	Buy	+2,916	New	+$208K	0.01%	850

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

Norges Bank Oslo, Norway $935B AUM

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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

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

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

IHT Wealth Management's ALC Position: Q4 2024 in Review

IHT Wealth Management sold out of Alcon (ALC) in Q4 2024, closing a stake of 3,641 shares — an estimated $363K sold.

IHT Wealth Management first reported a position in ALC in Q1 2023 and held it in 6 quarters. The position peaked at $363K in Q3 2024. 660 funds tracked by Wall St. Rank hold ALC as of Q4 2024.

IHT Wealth Management reported no remaining Alcon position as of Q4 2024 after selling out during the quarter.
IHT Wealth Management sold 3,641 Alcon shares in Q4 2024, an estimated $363K.
IHT Wealth Management first reported a position in Alcon in Q1 2023 and held it in 6 quarters.
IHT Wealth Management's Alcon position peaked at $363K in Q3 2024.
660 funds tracked by Wall St. Rank held Alcon as of Q4 2024.

Based on IHT Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.