Redwood Wealth Management Group’s Alcon ALC Stock Holding History

Redwood 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
2024 Q3	–	Sell	-85	Closed	-$7.57K	–	193
2024 Q2	$7.57K	Buy	+85	New	+$7.25K	0.01%	656

Other funds holding ALC

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

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

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

Redwood Wealth Management Group's ALC Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Alcon (ALC) in Q3 2024, closing a stake of 85 shares — an estimated $7.57K sold.

Redwood Wealth Management Group first reported a position in ALC in Q2 2024 and held it in 1 quarter. The position peaked at $7.57K in Q2 2024. 657 funds tracked by Wall St. Rank hold ALC as of Q3 2024.

Redwood Wealth Management Group reported no remaining Alcon position as of Q3 2024 after selling out during the quarter.
Redwood Wealth Management Group sold 85 Alcon shares in Q3 2024, an estimated $7.57K.
Redwood Wealth Management Group first reported a position in Alcon in Q2 2024 and held it in 1 quarter.
Redwood Wealth Management Group's Alcon position peaked at $7.57K in Q2 2024.
657 funds tracked by Wall St. Rank held Alcon as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.