Summit Wealth Group’s Alcon ALC Stock Holding History

Summit Wealth Group’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 Q3	–	Sell	-5	Closed	–	–	51
2021 Q2	$0	Hold	5	–	–	﹤0.01%	198
2021 Q1	$0	Buy	+5	New	+$354	﹤0.01%	180

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Summit Wealth Group's ALC Position: Q3 2021 in Review

Summit Wealth Group sold out of Alcon (ALC) in Q3 2021, closing a stake of 5 shares.

Summit Wealth Group first reported a position in ALC in Q1 2021 and held it in 2 quarters. The position peaked at $0 in Q2 2021. 573 funds tracked by Wall St. Rank hold ALC as of Q3 2021.

Summit Wealth Group reported no remaining Alcon position as of Q3 2021 after selling out during the quarter.
Summit Wealth Group sold 5 Alcon shares in Q3 2021.
Summit Wealth Group first reported a position in Alcon in Q1 2021 and held it in 2 quarters.
Summit Wealth Group's Alcon position peaked at $0 in Q2 2021.
573 funds tracked by Wall St. Rank held Alcon as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.