RMR Wealth Builders’s Alcon ALC Stock Holding History

RMR Wealth Builders’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 Q2	–	Sell	-53	Closed	-$4K	–	190
2021 Q1	$4K	Buy	53 +7	+15%	+$496	﹤0.01%	684
2020 Q4	$3K	Buy	+46	New	+$2.88K	﹤0.01%	477
2020 Q3	–	Sell	-1,250	Closed	-$72K	–	228
2020 Q2	$72K	Buy	+1,250	New	+$70.8K	0.06%	195
2019 Q4	$71K	Buy	+1,250	New	+$71.6K	0.07%	200

Other funds holding ALC

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

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

AKO Capital London, United Kingdom $4.29B AUM 4.26% 1-Year Est. Return

RMR Wealth Builders's ALC Position: Q2 2021 in Review

RMR Wealth Builders sold out of Alcon (ALC) in Q2 2021, closing a stake of 53 shares — an estimated $4K sold.

RMR Wealth Builders first reported a position in ALC in Q4 2019 and held it in 4 quarters. The position peaked at $72K in Q2 2020. 567 funds tracked by Wall St. Rank hold ALC as of Q2 2021.

RMR Wealth Builders reported no remaining Alcon position as of Q2 2021 after selling out during the quarter.
RMR Wealth Builders sold 53 Alcon shares in Q2 2021, an estimated $4K.
RMR Wealth Builders first reported a position in Alcon in Q4 2019 and held it in 4 quarters.
RMR Wealth Builders's Alcon position peaked at $72K in Q2 2020.
567 funds tracked by Wall St. Rank held Alcon as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.