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TrueWealth LLC’s Alcon ALC Stock Holding History

TrueWealth LLC’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 		$2K Hold
27
– – ﹤0.01% 628
2020
Q1 		$1K Sell
27
-50
-65% -$2.87K ﹤0.01% 674
2019
Q4 		$4K Hold
77
– – ﹤0.01% 584
2019
Q3 		$4K Hold
77
– – ﹤0.01% 571
2019
Q2 		$5K Buy
+77
New +$4.52K ﹤0.01% 558

Other funds holding ALC

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TrueWealth LLC's ALC Position: Q2 2020 in Review

TrueWealth LLC held its Alcon (ALC) position steady in Q2 2020 at 27 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #628.

TrueWealth LLC first reported a position in ALC in Q2 2019 and has held it in 5 quarters since. The position peaked at $5K in Q2 2019. 552 funds tracked by Wall St. Rank hold ALC as of Q2 2020.

  • TrueWealth LLC held 27 shares of Alcon worth $2K as of Q2 2020.
  • TrueWealth LLC left its Alcon share count unchanged in Q2 2020.
  • Alcon made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #628 holding.
  • TrueWealth LLC first reported a position in Alcon in Q2 2019 and has held it in 5 quarters since.
  • TrueWealth LLC's Alcon position peaked at $5K in Q2 2019.
  • 552 funds tracked by Wall St. Rank held Alcon as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.