ShoreHaven Wealth Partners’s Alcon ALC Stock Holding History

ShoreHaven Wealth Partners’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	-30	Closed	-$2K	–	64
2021 Q1	$2K	Hold	30	–	–	﹤0.01%	248
2020 Q4	$2K	Buy	+30	New	+$1.88K	﹤0.01%	216

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

ShoreHaven Wealth Partners's ALC Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Alcon (ALC) in Q2 2021, closing a stake of 30 shares — an estimated $2K sold.

ShoreHaven Wealth Partners first reported a position in ALC in Q4 2020 and held it in 2 quarters. The position peaked at $2K in Q1 2021. 567 funds tracked by Wall St. Rank hold ALC as of Q2 2021.

ShoreHaven Wealth Partners reported no remaining Alcon position as of Q2 2021 after selling out during the quarter.
ShoreHaven Wealth Partners sold 30 Alcon shares in Q2 2021, an estimated $2K.
ShoreHaven Wealth Partners first reported a position in Alcon in Q4 2020 and held it in 2 quarters.
ShoreHaven Wealth Partners's Alcon position peaked at $2K in Q1 2021.
567 funds tracked by Wall St. Rank held Alcon as of Q2 2021.

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