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Taylor Hoffman Wealth Management’s Alcon ALC Stock Holding History

Taylor Hoffman 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
2020
Q3 		– Sell
-200
Closed -$11K – 121
2020
Q2 		$11K Buy
+200
New +$11.3K 0.01% 283
2020
Q1 		– Sell
-200
Closed -$11K – 114
2019
Q4 		$11K Hold
200
– – 0.01% 307
2019
Q3 		$12K Buy
+200
New +$12K 0.01% 292

Other funds holding ALC

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Taylor Hoffman Wealth Management's ALC Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of Alcon (ALC) in Q3 2020, closing a stake of 200 shares — an estimated $11K sold.

Taylor Hoffman Wealth Management first reported a position in ALC in Q3 2019 and held it in 3 quarters. The position peaked at $12K in Q3 2019. 537 funds tracked by Wall St. Rank hold ALC as of Q3 2020.

  • Taylor Hoffman Wealth Management reported no remaining Alcon position as of Q3 2020 after selling out during the quarter.
  • Taylor Hoffman Wealth Management sold 200 Alcon shares in Q3 2020, an estimated $11K.
  • Taylor Hoffman Wealth Management first reported a position in Alcon in Q3 2019 and held it in 3 quarters.
  • Taylor Hoffman Wealth Management's Alcon position peaked at $12K in Q3 2019.
  • 537 funds tracked by Wall St. Rank held Alcon as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.