Tradition Wealth Management’s Alcon ALC Stock Holding History

Tradition 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
2024 Q1	–	Sell	-667	Closed	-$52K	–	416
2023 Q4	$52K	Sell	667 -46	-6%	-$3.4K	0.01%	616
2023 Q3	$55K	Sell	713 -6	-0.8%	-$493	0.01%	580
2023 Q2	$59K	Buy	719 +55	+8%	+$4.2K	0.01%	586
2023 Q1	$47K	Hold	664	–	–	0.01%	618
2022 Q4	$46K	Hold	664	–	–	0.01%	544
2022 Q3	$39K	Buy	+664	New	+$46.1K	0.01%	570

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

Norges Bank Oslo, Norway $935B AUM

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

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

Barclays London, United Kingdom $416B AUM 33.63% 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

Tradition Wealth Management's ALC Position: Q1 2024 in Review

Tradition Wealth Management sold out of Alcon (ALC) in Q1 2024, closing a stake of 667 shares — an estimated $52K sold.

Tradition Wealth Management first reported a position in ALC in Q3 2022 and held it in 6 quarters. The position peaked at $59K in Q2 2023. 617 funds tracked by Wall St. Rank hold ALC as of Q1 2024.

Tradition Wealth Management reported no remaining Alcon position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 667 Alcon shares in Q1 2024, an estimated $52K.
Tradition Wealth Management first reported a position in Alcon in Q3 2022 and held it in 6 quarters.
Tradition Wealth Management's Alcon position peaked at $59K in Q2 2023.
617 funds tracked by Wall St. Rank held Alcon as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.