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Lumature Wealth Partners’s Alcon ALC Stock Holding History

Lumature 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
2023
Q1 		– Sell
-90
Closed -$6.17K – 398
2022
Q4 		$6.17K Sell
90
-13
-13% -$829 ﹤0.01% 332
2022
Q3 		$6K Sell
103
-10
-9% -$694 ﹤0.01% 332
2022
Q2 		$8K Sell
113
-829
-88% -$60.5K ﹤0.01% 327
2022
Q1 		$75K Sell
942
-68
-7% -$5.26K 0.03% 231
2021
Q4 		$89K Hold
1,010
– – 0.03% 193
2021
Q3 		$82K Hold
1,010
– – 0.03% 192
2021
Q2 		$71K Buy
1,010
+102
+11% +$7.27K 0.03% 205
2021
Q1 		$64K Buy
+908
New +$64.3K 0.03% 206

Other funds holding ALC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Lumature Wealth Partners's ALC Position: Q1 2023 in Review

Lumature Wealth Partners sold out of Alcon (ALC) in Q1 2023, closing a stake of 90 shares — an estimated $6.17K sold.

Lumature Wealth Partners first reported a position in ALC in Q1 2021 and held it in 8 quarters. The position peaked at $89K in Q4 2021. 592 funds tracked by Wall St. Rank hold ALC as of Q1 2023.

  • Lumature Wealth Partners reported no remaining Alcon position as of Q1 2023 after selling out during the quarter.
  • Lumature Wealth Partners sold 90 Alcon shares in Q1 2023, an estimated $6.17K.
  • Lumature Wealth Partners first reported a position in Alcon in Q1 2021 and held it in 8 quarters.
  • Lumature Wealth Partners's Alcon position peaked at $89K in Q4 2021.
  • 592 funds tracked by Wall St. Rank held Alcon as of Q1 2023.

Based on Lumature Wealth Partners's 13F filing for Q1 2023, filed 15 May 2023.