Laurel Wealth Advisors (California)’s Alcon ALC Stock Holding History

Laurel Wealth Advisors (California)’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
2022 Q4	$242K	Sell	3,536 -275	-7%	-$17.5K	0.02%	572
2022 Q3	$221K	Buy	3,811 +2	+0.1%	+$139	0.02%	582
2022 Q2	$266K	Sell	3,809 -1,915	-33%	-$140K	0.03%	530
2022 Q1	$454K	Sell	5,724 -34	-0.6%	-$2.63K	0.04%	441
2021 Q4	$501K	Buy	+5,758	New	+$474K	0.04%	447
2019 Q3	–	Sell	-3,886	Closed	-$241K	–	437
2019 Q2	$241K	Buy	+3,886	New	+$228K	0.05%	345

Other funds holding ALC

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

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

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

Norges Bank Oslo, Norway $935B AUM

ClearBridge Investments New York $115B AUM 24.78% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Laurel Wealth Advisors (California)'s ALC Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Alcon (ALC) stake by 7.2% in Q4 2022, selling an estimated $17.5K and leaving 3,536 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #572.

Laurel Wealth Advisors (California) first reported a position in ALC in Q2 2019 and has held it in 6 quarters since. The position peaked at $501K in Q4 2021. 586 funds tracked by Wall St. Rank hold ALC as of Q4 2022.

Laurel Wealth Advisors (California) held 3,536 shares of Alcon worth $242K as of Q4 2022.
Laurel Wealth Advisors (California) sold 275 Alcon shares in Q4 2022, an estimated $17.5K.
Alcon made up 0.02% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #572 holding.
Laurel Wealth Advisors (California) first reported a position in Alcon in Q2 2019 and has held it in 6 quarters since.
Laurel Wealth Advisors (California)'s Alcon position peaked at $501K in Q4 2021.
586 funds tracked by Wall St. Rank held Alcon as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.