LCWP
ALC icon

Legacy Capital Wealth Partners’s Alcon ALC Stock Holding History

Legacy Capital Wealth Partners’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
-2,466
Closed -$247K – 340
2024
Q3 		$247K Sell
2,466
-710
-22% -$66.8K 0.05% 305
2024
Q2 		$283K Buy
+3,176
New +$271K 0.07% 245
2023
Q2 		– Sell
-3,319
Closed -$234K – 48
2023
Q1 		$234K Buy
+3,319
New +$236K 0.06% 225

Other funds holding ALC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Legacy Capital Wealth Partners's ALC Position: Q4 2024 in Review

Legacy Capital Wealth Partners sold out of Alcon (ALC) in Q4 2024, closing a stake of 2,466 shares — an estimated $247K sold.

Legacy Capital Wealth Partners first reported a position in ALC in Q1 2023 and held it in 3 quarters. The position peaked at $283K in Q2 2024. 660 funds tracked by Wall St. Rank hold ALC as of Q4 2024.

  • Legacy Capital Wealth Partners reported no remaining Alcon position as of Q4 2024 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 2,466 Alcon shares in Q4 2024, an estimated $247K.
  • Legacy Capital Wealth Partners first reported a position in Alcon in Q1 2023 and held it in 3 quarters.
  • Legacy Capital Wealth Partners's Alcon position peaked at $283K in Q2 2024.
  • 660 funds tracked by Wall St. Rank held Alcon as of Q4 2024.

Based on Legacy Capital Wealth Partners's 13F filing for Q4 2024, filed 30 Jan 2025.