TRUE Private Wealth Advisors’s Alcon ALC Stock Holding History

TRUE Private 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
2020 Q2	–	Sell	-28	Closed	-$1K	–	676
2020 Q1	$1K	Sell	28 -20	-42%	-$1.15K	﹤0.01%	626
2019 Q4	$2K	Buy	+48	New	+$2.75K	﹤0.01%	734
2019 Q3	–	Sell	-53	Closed	-$3K	–	221
2019 Q2	$3K	Buy	+53	New	+$3.11K	﹤0.01%	674

Other funds holding ALC

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TRUE Private Wealth Advisors's ALC Position: Q2 2020 in Review

TRUE Private Wealth Advisors sold out of Alcon (ALC) in Q2 2020, closing a stake of 28 shares — an estimated $1K sold.

TRUE Private Wealth Advisors first reported a position in ALC in Q2 2019 and held it in 3 quarters. The position peaked at $3K in Q2 2019. 551 funds tracked by Wall St. Rank hold ALC as of Q2 2020.

TRUE Private Wealth Advisors reported no remaining Alcon position as of Q2 2020 after selling out during the quarter.
TRUE Private Wealth Advisors sold 28 Alcon shares in Q2 2020, an estimated $1K.
TRUE Private Wealth Advisors first reported a position in Alcon in Q2 2019 and held it in 3 quarters.
TRUE Private Wealth Advisors's Alcon position peaked at $3K in Q2 2019.
551 funds tracked by Wall St. Rank held Alcon as of Q2 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2020, filed 7 Jul 2020.