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VisionPoint Advisory Group’s Alcon ALC Stock Holding History

VisionPoint Advisory Group’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
-27
Closed -$2.4K – 260
2024
Q2 		$2.4K Sell
27
-5
-16% -$427 ﹤0.01% 649
2024
Q1 		$2.67K Buy
32
+5
+19% +$401 ﹤0.01% 639
2023
Q4 		$2.11K Buy
+27
New +$1.99K ﹤0.01% 623

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

VisionPoint Advisory Group's ALC Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Alcon (ALC) in Q3 2024, closing a stake of 27 shares — an estimated $2.4K sold.

VisionPoint Advisory Group first reported a position in ALC in Q4 2023 and held it in 3 quarters. The position peaked at $2.67K in Q1 2024. 657 funds tracked by Wall St. Rank hold ALC as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining Alcon position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 27 Alcon shares in Q3 2024, an estimated $2.4K.
  • VisionPoint Advisory Group first reported a position in Alcon in Q4 2023 and held it in 3 quarters.
  • VisionPoint Advisory Group's Alcon position peaked at $2.67K in Q1 2024.
  • 657 funds tracked by Wall St. Rank held Alcon as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.