RWA
ALC icon

Ropes Wealth Advisors’s Alcon ALC Stock Holding History

Ropes 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
-366
Closed -$24K – 266
2020
Q4 		$24K Buy
366
+84
+30% +$5.25K ﹤0.01% 465
2020
Q3 		$16K Buy
282
+8
+3% +$471 ﹤0.01% 467
2020
Q2 		$16K Sell
274
-78
-22% -$4.42K ﹤0.01% 409
2020
Q1 		$18K Buy
352
+91
+35% +$5.23K ﹤0.01% 371
2019
Q4 		$15K Sell
261
-226
-46% -$12.9K ﹤0.01% 444
2019
Q3 		$28K Sell
487
-2
-0.4% -$120 0.01% 393
2019
Q2 		$30K Buy
+489
New +$28.7K 0.01% 387

Other funds holding ALC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Ropes Wealth Advisors's ALC Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Alcon (ALC) in Q1 2021, closing a stake of 366 shares — an estimated $24K sold.

Ropes Wealth Advisors first reported a position in ALC in Q2 2019 and held it in 7 quarters. The position peaked at $30K in Q2 2019. 567 funds tracked by Wall St. Rank hold ALC as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining Alcon position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 366 Alcon shares in Q1 2021, an estimated $24K.
  • Ropes Wealth Advisors first reported a position in Alcon in Q2 2019 and held it in 7 quarters.
  • Ropes Wealth Advisors's Alcon position peaked at $30K in Q2 2019.
  • 567 funds tracked by Wall St. Rank held Alcon as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.