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One Wealth Management Investment & Advisory Services’s Alcon ALC Stock Holding History

One Wealth Management Investment & Advisory Services’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
Q3 		– Sell
-2,292
Closed -$204K – 51
2024
Q2 		$204K Sell
2,292
-230
-9% -$19.6K 0.08% 127
2024
Q1 		$210K Buy
+2,522
New +$202K 0.09% 126

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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's ALC Position: Q3 2024 in Review

One Wealth Management Investment & Advisory Services sold out of Alcon (ALC) in Q3 2024, closing a stake of 2,292 shares — an estimated $204K sold.

One Wealth Management Investment & Advisory Services first reported a position in ALC in Q1 2024 and held it in 2 quarters. The position peaked at $210K in Q1 2024. 657 funds tracked by Wall St. Rank hold ALC as of Q3 2024.

  • One Wealth Management Investment & Advisory Services reported no remaining Alcon position as of Q3 2024 after selling out during the quarter.
  • One Wealth Management Investment & Advisory Services sold 2,292 Alcon shares in Q3 2024, an estimated $204K.
  • One Wealth Management Investment & Advisory Services first reported a position in Alcon in Q1 2024 and held it in 2 quarters.
  • One Wealth Management Investment & Advisory Services's Alcon position peaked at $210K in Q1 2024.
  • 657 funds tracked by Wall St. Rank held Alcon as of Q3 2024.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q3 2024, filed 6 Nov 2024.