WealthPLAN Partners’s Alcon ALC Stock Holding History

WealthPLAN Partners’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
2023 Q3	–	Sell	-20	Closed	-$1.64K	–	337
2023 Q2	$1.64K	Hold	20	–	–	﹤0.01%	1100
2023 Q1	$1.41K	Buy	+20	New	+$1.42K	﹤0.01%	1170

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

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

AKO Capital London, United Kingdom $4.29B AUM 4.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

WealthPLAN Partners's ALC Position: Q3 2023 in Review

WealthPLAN Partners sold out of Alcon (ALC) in Q3 2023, closing a stake of 20 shares — an estimated $1.64K sold.

WealthPLAN Partners first reported a position in ALC in Q1 2023 and held it in 2 quarters. The position peaked at $1.64K in Q2 2023. 599 funds tracked by Wall St. Rank hold ALC as of Q3 2023.

WealthPLAN Partners reported no remaining Alcon position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 20 Alcon shares in Q3 2023, an estimated $1.64K.
WealthPLAN Partners first reported a position in Alcon in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's Alcon position peaked at $1.64K in Q2 2023.
599 funds tracked by Wall St. Rank held Alcon as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.