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Tyler-Stone Wealth Management’s Alcon ALC Stock Holding History

Tyler-Stone 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
Q3 		– Sell
-68
Closed -$6.06K – 335
2024
Q2 		$6.06K Sell
68
-4
-6% -$341 ﹤0.01% 725
2024
Q1 		$6K Hold
72
– – ﹤0.01% 729
2023
Q4 		$5.63K Hold
72
– – ﹤0.01% 708
2023
Q3 		$6K Hold
72
– – ﹤0.01% 681
2023
Q2 		$6K Buy
+72
New +$5.5K ﹤0.01% 677
2022
Q4 		$5K Hold
72
– – ﹤0.01% 647
2022
Q3 		$4K Hold
72
– – ﹤0.01% 659
2022
Q2 		$5K Hold
72
– – ﹤0.01% 656
2022
Q1 		$6K Buy
72
+4
+6% +$309 ﹤0.01% 638
2021
Q4 		$6K Buy
+68
New +$5.6K ﹤0.01% 669

Other funds holding ALC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Tyler-Stone Wealth Management's ALC Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Alcon (ALC) in Q3 2024, closing a stake of 68 shares — an estimated $6.06K sold.

Tyler-Stone Wealth Management first reported a position in ALC in Q4 2021 and held it in 10 quarters. The position peaked at $6.06K in Q2 2024. 657 funds tracked by Wall St. Rank hold ALC as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Alcon position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 68 Alcon shares in Q3 2024, an estimated $6.06K.
  • Tyler-Stone Wealth Management first reported a position in Alcon in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's Alcon position peaked at $6.06K in Q2 2024.
  • 657 funds tracked by Wall St. Rank held Alcon as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.