Regent Peak Wealth Advisors’s Alcon ALC Stock Holding History

Regent Peak 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 Q1	–	Sell	-215	Closed	-$14K	–	181
2020 Q4	$14K	Buy	+215	New	+$13.5K	﹤0.01%	510

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return

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

Regent Peak Wealth Advisors's ALC Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Alcon (ALC) in Q1 2021, closing a stake of 215 shares — an estimated $14K sold.

Regent Peak Wealth Advisors first reported a position in ALC in Q4 2020 and held it in 1 quarter. The position peaked at $14K in Q4 2020. 567 funds tracked by Wall St. Rank hold ALC as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining Alcon position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 215 Alcon shares in Q1 2021, an estimated $14K.
Regent Peak Wealth Advisors first reported a position in Alcon in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's Alcon position peaked at $14K in Q4 2020.
567 funds tracked by Wall St. Rank held Alcon as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.