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Opal Wealth Advisors’s Alcon ALC Stock Holding History

Opal Wealth Advisors’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
-1,547
Closed -$138K – 222
2024
Q2 		$138K Buy
+1,547
New +$132K 0.04% 232
2023
Q2 		– Sell
-2,975
Closed -$210K – 147
2023
Q1 		$210K Sell
2,975
-453
-13% -$32.2K 0.12% 108
2022
Q4 		$235K Sell
3,428
-72
-2% -$4.59K 0.13% 102
2022
Q3 		$204K Buy
3,500
+111
+3% +$7.7K 0.15% 96
2022
Q2 		$237K Sell
3,389
-59
-2% -$4.3K 0.16% 89
2022
Q1 		$274K Buy
3,448
+27
+0.8% +$2.09K 0.24% 72
2021
Q4 		$298K Buy
3,421
+372
+12% +$30.6K 0.19% 83
2021
Q3 		$245K Sell
3,049
-11
-0.4% -$847 0.24% 63
2021
Q2 		$215K Buy
+3,060
New +$218K 0.2% 75

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

Opal Wealth Advisors's ALC Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Alcon (ALC) in Q3 2024, closing a stake of 1,547 shares — an estimated $138K sold.

Opal Wealth Advisors first reported a position in ALC in Q2 2021 and held it in 9 quarters. The position peaked at $298K in Q4 2021. 658 funds tracked by Wall St. Rank hold ALC as of Q3 2024.

  • Opal Wealth Advisors reported no remaining Alcon position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 1,547 Alcon shares in Q3 2024, an estimated $138K.
  • Opal Wealth Advisors first reported a position in Alcon in Q2 2021 and held it in 9 quarters.
  • Opal Wealth Advisors's Alcon position peaked at $298K in Q4 2021.
  • 658 funds tracked by Wall St. Rank held Alcon as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.