SYSTM Wealth Solutions’s Alcon ALC Stock Holding History

SYSTM Wealth Solutions’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 Q3	–	Sell	-716	Closed	-$63.8K	–	107
2024 Q2	$63.8K	Sell	716 -131	-15%	-$11.2K	0.01%	264
2024 Q1	$70.5K	Hold	847	–	–	0.01%	529
2023 Q4	$66.1K	Buy	+847	New	+$62.6K	0.01%	533
2023 Q2	–	Sell	-8,613	Closed	-$608K	–	489
2023 Q1	$608K	Sell	8,613 -60	-0.7%	-$4.27K	0.09%	267
2022 Q4	$595K	Buy	+8,673	New	+$553K	0.07%	309

Other funds holding ALC

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

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

SYSTM Wealth Solutions's ALC Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Alcon (ALC) in Q3 2024, closing a stake of 716 shares — an estimated $63.8K sold.

SYSTM Wealth Solutions first reported a position in ALC in Q4 2022 and held it in 5 quarters. The position peaked at $608K in Q1 2023. 657 funds tracked by Wall St. Rank hold ALC as of Q3 2024.

SYSTM Wealth Solutions reported no remaining Alcon position as of Q3 2024 after selling out during the quarter.
SYSTM Wealth Solutions sold 716 Alcon shares in Q3 2024, an estimated $63.8K.
SYSTM Wealth Solutions first reported a position in Alcon in Q4 2022 and held it in 5 quarters.
SYSTM Wealth Solutions's Alcon position peaked at $608K in Q1 2023.
657 funds tracked by Wall St. Rank held Alcon as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.