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Optimum Investment Advisors’s Alcon ALC Stock Holding History

Optimum Investment 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
2023
Q4 		– Sell
-100
Closed -$7.71K – 640
2023
Q3 		$7.71K Hold
100
– – ﹤0.01% 568
2023
Q2 		$8.21K Hold
100
– – ﹤0.01% 568
2023
Q1 		$7.05K Hold
100
– – ﹤0.01% 589
2022
Q4 		$6.86K Hold
100
– – ﹤0.01% 600
2022
Q3 		$6K Sell
100
-167
-63% -$11.6K ﹤0.01% 627
2022
Q2 		$19K Hold
267
– – 0.01% 522
2022
Q1 		$21K Hold
267
– – 0.01% 556
2021
Q4 		$23K Sell
267
-16
-6% -$1.32K 0.01% 574
2021
Q3 		$23K Sell
283
-30
-10% -$2.31K 0.01% 576
2021
Q2 		$22K Sell
313
-113
-27% -$8.05K 0.01% 642
2021
Q1 		$30K Sell
426
-120
-22% -$8.49K 0.01% 597
2020
Q4 		$36K Buy
546
+30
+6% +$1.88K 0.01% 530
2020
Q3 		$29K Hold
516
– – 0.01% 532
2020
Q2 		$30K Hold
516
– – 0.01% 528
2020
Q1 		$26K Sell
516
-25
-5% -$1.44K 0.01% 519
2019
Q4 		$31K Hold
541
– – 0.01% 598
2019
Q3 		$32K Buy
541
+80
+17% +$4.8K 0.01% 590
2019
Q2 		$29K Buy
+461
New +$27.1K 0.01% 616

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
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
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Optimum Investment Advisors's ALC Position: Q4 2023 in Review

Optimum Investment Advisors sold out of Alcon (ALC) in Q4 2023, closing a stake of 100 shares — an estimated $7.71K sold.

Optimum Investment Advisors first reported a position in ALC in Q2 2019 and held it in 18 quarters. The position peaked at $36K in Q4 2020. 611 funds tracked by Wall St. Rank hold ALC as of Q4 2023.

  • Optimum Investment Advisors reported no remaining Alcon position as of Q4 2023 after selling out during the quarter.
  • Optimum Investment Advisors sold 100 Alcon shares in Q4 2023, an estimated $7.71K.
  • Optimum Investment Advisors first reported a position in Alcon in Q2 2019 and held it in 18 quarters.
  • Optimum Investment Advisors's Alcon position peaked at $36K in Q4 2020.
  • 611 funds tracked by Wall St. Rank held Alcon as of Q4 2023.

Based on Optimum Investment Advisors's 13F filing for Q4 2023, filed 8 Jan 2024.