WP
ALC icon

WealthSource Partners’s Alcon ALC Stock Holding History

WealthSource 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
2022
Q3 		– Sell
-5,121
Closed -$358K – 490
2022
Q2 		$358K Sell
5,121
-895
-15% -$65.3K 0.03% 362
2022
Q1 		$477K Sell
6,016
-153
-2% -$11.8K 0.03% 353
2021
Q4 		$537K Sell
6,169
-595
-9% -$49K 0.04% 298
2021
Q3 		$544K Sell
6,764
-57
-0.8% -$4.39K 0.05% 280
2021
Q2 		$479K Buy
6,821
+941
+16% +$67K 0.04% 282
2021
Q1 		$413K Sell
5,880
-260
-4% -$18.4K 0.04% 273
2020
Q4 		$405K Sell
6,140
-207
-3% -$12.9K 0.05% 240
2020
Q3 		$361K Buy
+6,347
New +$373K 0.05% 236

Other funds holding ALC

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

WealthSource Partners's ALC Position: Q3 2022 in Review

WealthSource Partners sold out of Alcon (ALC) in Q3 2022, closing a stake of 5,121 shares — an estimated $358K sold.

WealthSource Partners first reported a position in ALC in Q3 2020 and held it in 8 quarters. The position peaked at $544K in Q3 2021. 558 funds tracked by Wall St. Rank hold ALC as of Q3 2022.

  • WealthSource Partners reported no remaining Alcon position as of Q3 2022 after selling out during the quarter.
  • WealthSource Partners sold 5,121 Alcon shares in Q3 2022, an estimated $358K.
  • WealthSource Partners first reported a position in Alcon in Q3 2020 and held it in 8 quarters.
  • WealthSource Partners's Alcon position peaked at $544K in Q3 2021.
  • 558 funds tracked by Wall St. Rank held Alcon as of Q3 2022.

Based on WealthSource Partners's 13F filing for Q3 2022, filed 15 Nov 2022.