PWMG
ALC icon

Provence Wealth Management Group’s Alcon ALC Stock Holding History

Provence Wealth Management Group’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 		$625 Hold
8
– – ﹤0.01% 429
2023
Q3 		$616 Buy
+8
New +$658 ﹤0.01% 438

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

Provence Wealth Management Group's ALC Position: Q4 2023 in Review

Provence Wealth Management Group held its Alcon (ALC) position steady in Q4 2023 at 8 shares worth $625. The position accounts for ﹤0.01% of the portfolio, ranked #429.

Provence Wealth Management Group first reported a position in ALC in Q3 2023 and has held it in 2 quarters since. 612 funds tracked by Wall St. Rank hold ALC as of Q4 2023.

  • Provence Wealth Management Group held 8 shares of Alcon worth $625 as of Q4 2023.
  • Provence Wealth Management Group left its Alcon share count unchanged in Q4 2023.
  • Alcon made up ﹤0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #429 holding.
  • Provence Wealth Management Group first reported a position in Alcon in Q3 2023 and has held it in 2 quarters since.
  • 612 funds tracked by Wall St. Rank held Alcon as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.