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Liberty Wealth Management’s Alcon ALC Stock Holding History

Liberty 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
2021
Q4 		– Sell
-1,260
Closed -$102K – 194
2021
Q3 		$102K Buy
1,260
+592
+89% +$45.6K 0.04% 282
2021
Q2 		$47K Buy
668
+116
+21% +$8.26K 0.02% 330
2021
Q1 		$40K Hold
552
– – 0.02% 321
2020
Q4 		$40K Sell
552
-52
-9% -$3.25K 0.02% 317
2020
Q3 		$34K Buy
604
+124
+26% +$7.29K 0.02% 299
2020
Q2 		$27K Buy
480
+126
+36% +$7.13K 0.02% 330
2020
Q1 		$18K Sell
354
-436
-55% -$25.1K 0.02% 368
2019
Q4 		$44K Sell
790
-6
-0.8% -$344 0.03% 268
2019
Q3 		$46K Sell
796
-120
-13% -$7.2K 0.04% 238
2019
Q2 		$57K Buy
+916
New +$53.8K 0.05% 228

Other funds holding ALC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Liberty Wealth Management's ALC Position: Q4 2021 in Review

Liberty Wealth Management sold out of Alcon (ALC) in Q4 2021, closing a stake of 1,260 shares — an estimated $102K sold.

Liberty Wealth Management first reported a position in ALC in Q2 2019 and held it in 10 quarters. The position peaked at $102K in Q3 2021. 624 funds tracked by Wall St. Rank hold ALC as of Q4 2021.

  • Liberty Wealth Management reported no remaining Alcon position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 1,260 Alcon shares in Q4 2021, an estimated $102K.
  • Liberty Wealth Management first reported a position in Alcon in Q2 2019 and held it in 10 quarters.
  • Liberty Wealth Management's Alcon position peaked at $102K in Q3 2021.
  • 624 funds tracked by Wall St. Rank held Alcon as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.