WFA of San Diego’s Alcon ALC Stock Holding History

WFA of San Diego’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 Q1	–	Sell	-138	Closed	-$9.42K	–	85
2022 Q4	$9.42K	Buy	+138	New	+$8.8K	0.01%	359
2022 Q3	–	Sell	-184	Closed	-$13K	–	99
2022 Q2	$13K	Buy	+184	New	+$13.4K	0.01%	257

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 $47.8B AUM 13.38% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

WFA of San Diego's ALC Position: Q1 2023 in Review

WFA of San Diego sold out of Alcon (ALC) in Q1 2023, closing a stake of 138 shares — an estimated $9.42K sold.

WFA of San Diego first reported a position in ALC in Q2 2022 and held it in 2 quarters. The position peaked at $13K in Q2 2022. 591 funds tracked by Wall St. Rank hold ALC as of Q1 2023.

WFA of San Diego reported no remaining Alcon position as of Q1 2023 after selling out during the quarter.
WFA of San Diego sold 138 Alcon shares in Q1 2023, an estimated $9.42K.
WFA of San Diego first reported a position in Alcon in Q2 2022 and held it in 2 quarters.
WFA of San Diego's Alcon position peaked at $13K in Q2 2022.
591 funds tracked by Wall St. Rank held Alcon as of Q1 2023.

Based on WFA of San Diego's 13F filing for Q1 2023, filed 17 Apr 2023.