Janiczek Wealth Management’s Alcon ALC Stock Holding History

Janiczek 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 Q2	$2.41K	Hold	27	–	–	﹤0.01%	835
2024 Q1	$2.25K	Hold	27	–	–	﹤0.01%	853
2023 Q4	$2.11K	Hold	27	–	–	﹤0.01%	849
2023 Q3	$2.08K	Hold	27	–	–	﹤0.01%	829
2023 Q2	$2.22K	Hold	27	–	–	﹤0.01%	760
2023 Q1	$1.94K	Hold	27	–	–	﹤0.01%	774
2022 Q4	$1.96K	Sell	27 -48	-64%	-$3.06K	﹤0.01%	779
2022 Q3	$4K	Sell	75 -185	-71%	-$12.8K	﹤0.01%	674
2022 Q2	$20K	Sell	260 -72	-22%	-$5.25K	0.01%	464
2022 Q1	$26K	Sell	332 -18	-5%	-$1.39K	0.01%	407
2021 Q4	$30K	Sell	350 -4	-1%	-$329	0.01%	412
2021 Q3	$28K	Buy	354 +22	+7%	+$1.69K	0.01%	393
2021 Q2	$23K	Sell	332 -5	-1%	-$356	0.01%	394
2021 Q1	$24K	Buy	337 +22	+7%	+$1.56K	0.01%	360
2020 Q4	$21K	Buy	315 +213	+209%	+$13.3K	0.01%	340
2020 Q3	$6K	Buy	+102	New	+$6K	﹤0.01%	303

Other funds holding ALC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Janiczek Wealth Management's ALC Position: Q2 2024 in Review

Janiczek Wealth Management held its Alcon (ALC) position steady in Q2 2024 at 27 shares worth $2.41K. The position accounts for ﹤0.01% of the portfolio, ranked #835.

Janiczek Wealth Management first reported a position in ALC in Q3 2020 and has held it in 16 quarters since. The position peaked at $30K in Q4 2021. 632 funds tracked by Wall St. Rank hold ALC as of Q2 2024.

Janiczek Wealth Management held 27 shares of Alcon worth $2.41K as of Q2 2024.
Janiczek Wealth Management left its Alcon share count unchanged in Q2 2024.
Alcon made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #835 holding.
Janiczek Wealth Management first reported a position in Alcon in Q3 2020 and has held it in 16 quarters since.
Janiczek Wealth Management's Alcon position peaked at $30K in Q4 2021.
632 funds tracked by Wall St. Rank held Alcon as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.