TCI Wealth Advisors’s Alcon ALC Stock Holding History

TCI Wealth Advisors’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
2023 Q2	–	Sell	-12	Closed	-$847	–	270
2023 Q1	$847	Hold	12	–	–	﹤0.01%	2135
2022 Q4	$823	Sell	12 -4	-25%	-$255	﹤0.01%	2139
2022 Q3	$1K	Sell	16 -11	-41%	-$763	﹤0.01%	2019
2022 Q2	$2K	Sell	27 -3	-10%	-$219	﹤0.01%	1959
2022 Q1	$2K	Hold	30	–	–	﹤0.01%	1948
2021 Q4	$3K	Hold	30	–	–	﹤0.01%	1974
2021 Q3	$2K	Hold	30	–	–	﹤0.01%	2090
2021 Q2	$2K	Hold	30	–	–	﹤0.01%	1939
2021 Q1	$2K	Sell	30 -19	-39%	-$1.34K	﹤0.01%	1648
2020 Q4	$3K	Sell	49 -166	-77%	-$10.4K	﹤0.01%	1055
2020 Q3	$12K	Hold	215	–	–	﹤0.01%	534
2020 Q2	$12K	Buy	215 +30	+16%	+$1.7K	0.01%	527
2020 Q1	$9K	Sell	185 -100	-35%	-$5.75K	﹤0.01%	581
2019 Q4	$16K	Buy	285 +31	+12%	+$1.77K	0.01%	592
2019 Q3	$15K	Buy	+254	New	+$15.2K	0.01%	538

Other funds holding ALC

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

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

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

Norges Bank Oslo, Norway $935B AUM

ClearBridge Investments New York $115B AUM 24.78% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

TCI Wealth Advisors's ALC Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Alcon (ALC) in Q2 2023, closing a stake of 12 shares — an estimated $847 sold.

TCI Wealth Advisors first reported a position in ALC in Q3 2019 and held it in 15 quarters. The position peaked at $16K in Q4 2019. 596 funds tracked by Wall St. Rank hold ALC as of Q2 2023.

TCI Wealth Advisors reported no remaining Alcon position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 12 Alcon shares in Q2 2023, an estimated $847.
TCI Wealth Advisors first reported a position in Alcon in Q3 2019 and held it in 15 quarters.
TCI Wealth Advisors's Alcon position peaked at $16K in Q4 2019.
596 funds tracked by Wall St. Rank held Alcon as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.