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Sanctuary Wealth Management’s Alcon ALC Stock Holding History

Sanctuary Wealth Management’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
Q2 		– Sell
-18
Closed -$1.5K – 260
2024
Q1 		$1.5K Hold
18
– – ﹤0.01% 216
2023
Q4 		$1.41K Hold
18
– – ﹤0.01% 222
2023
Q3 		$1.39K Hold
18
– – ﹤0.01% 215
2023
Q2 		$1.48K Buy
+18
New +$1.38K ﹤0.01% 214
2022
Q4 		$1.23K Buy
+18
New +$1.15K ﹤0.01% 217

Other funds holding ALC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sanctuary Wealth Management's ALC Position: Q2 2024 in Review

Sanctuary Wealth Management sold out of Alcon (ALC) in Q2 2024, closing a stake of 18 shares — an estimated $1.5K sold.

Sanctuary Wealth Management first reported a position in ALC in Q4 2022 and held it in 5 quarters. The position peaked at $1.5K in Q1 2024. 632 funds tracked by Wall St. Rank hold ALC as of Q2 2024.

  • Sanctuary Wealth Management reported no remaining Alcon position as of Q2 2024 after selling out during the quarter.
  • Sanctuary Wealth Management sold 18 Alcon shares in Q2 2024, an estimated $1.5K.
  • Sanctuary Wealth Management first reported a position in Alcon in Q4 2022 and held it in 5 quarters.
  • Sanctuary Wealth Management's Alcon position peaked at $1.5K in Q1 2024.
  • 632 funds tracked by Wall St. Rank held Alcon as of Q2 2024.

Based on Sanctuary Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.