Phoenix Wealth Advisors’s Alcon ALC Stock Holding History

Phoenix 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
2021 Q4	–	Sell	-56	Closed	-$5K	–	127
2021 Q3	$5K	Hold	56	–	–	﹤0.01%	332
2021 Q2	$4K	Hold	56	–	–	﹤0.01%	332
2021 Q1	$4K	Hold	56	–	–	﹤0.01%	325
2020 Q4	$4K	Buy	+56	New	+$3.5K	﹤0.01%	318

Other funds holding ALC

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Phoenix Wealth Advisors's ALC Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Alcon (ALC) in Q4 2021, closing a stake of 56 shares — an estimated $5K sold.

Phoenix Wealth Advisors first reported a position in ALC in Q4 2020 and held it in 4 quarters. The position peaked at $5K in Q3 2021. 624 funds tracked by Wall St. Rank hold ALC as of Q4 2021.

Phoenix Wealth Advisors reported no remaining Alcon position as of Q4 2021 after selling out during the quarter.
Phoenix Wealth Advisors sold 56 Alcon shares in Q4 2021, an estimated $5K.
Phoenix Wealth Advisors first reported a position in Alcon in Q4 2020 and held it in 4 quarters.
Phoenix Wealth Advisors's Alcon position peaked at $5K in Q3 2021.
624 funds tracked by Wall St. Rank held Alcon as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.