Pacific Capital Wealth Advisors’s Alcon ALC Stock Holding History

Pacific Capital 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 Q2	–	Sell	-45	Closed	-$3.75K	–	548
2024 Q1	$3.75K	Buy	+45	New	+$3.61K	﹤0.01%	356

Other funds holding ALC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Pacific Capital Wealth Advisors's ALC Position: Q2 2024 in Review

Pacific Capital Wealth Advisors sold out of Alcon (ALC) in Q2 2024, closing a stake of 45 shares — an estimated $3.75K sold.

Pacific Capital Wealth Advisors first reported a position in ALC in Q1 2024 and held it in 1 quarter. The position peaked at $3.75K in Q1 2024. 632 funds tracked by Wall St. Rank hold ALC as of Q2 2024.

Pacific Capital Wealth Advisors reported no remaining Alcon position as of Q2 2024 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 45 Alcon shares in Q2 2024, an estimated $3.75K.
Pacific Capital Wealth Advisors first reported a position in Alcon in Q1 2024 and held it in 1 quarter.
Pacific Capital Wealth Advisors's Alcon position peaked at $3.75K in Q1 2024.
632 funds tracked by Wall St. Rank held Alcon as of Q2 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.