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Patriot Financial Group Insurance Agency’s Alcon ALC Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q1 		– Sell
-35
Closed -$3K – 2032
2021
Q4 		$3K Hold
35
– – ﹤0.01% 1831
2021
Q3 		$3K Sell
35
-3
-8% -$231 ﹤0.01% 1816
2021
Q2 		$3K Sell
38
-3
-7% -$214 ﹤0.01% 1757
2021
Q1 		$3K Buy
41
+15
+58% +$1.06K ﹤0.01% 1671
2020
Q4 		$2K Buy
26
+7
+37% +$438 ﹤0.01% 1605
2020
Q3 		$1K Hold
19
– – ﹤0.01% 1509
2020
Q2 		$1K Hold
19
– – ﹤0.01% 1466
2020
Q1 		$1K Buy
+19
New +$1.09K ﹤0.01% 1381
2019
Q4 		– Sell
-2
Closed – – 1307
2019
Q3 		$0 Buy
+2
New +$120 ﹤0.01% 1293

Other funds holding ALC

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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
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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Patriot Financial Group Insurance Agency's ALC Position: Q1 2022 in Review

Patriot Financial Group Insurance Agency sold out of Alcon (ALC) in Q1 2022, closing a stake of 35 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in ALC in Q3 2019 and held it in 9 quarters. The position peaked at $3K in Q4 2021. 603 funds tracked by Wall St. Rank hold ALC as of Q1 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Alcon position as of Q1 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 35 Alcon shares in Q1 2022, an estimated $3K.
  • Patriot Financial Group Insurance Agency first reported a position in Alcon in Q3 2019 and held it in 9 quarters.
  • Patriot Financial Group Insurance Agency's Alcon position peaked at $3K in Q4 2021.
  • 603 funds tracked by Wall St. Rank held Alcon as of Q1 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2022, filed 11 May 2022.