WR Wealth Planners’s Alcon ALC Stock Holding History

WR Wealth Planners’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 Q4	$622K	Sell	7,325 -836	-10%	-$75.4K	0.2%	77
2024 Q3	$817K	Buy	8,161 +336	+4%	+$31.6K	0.23%	69
2024 Q2	$697K	Buy	7,825 +320	+4%	+$27.3K	0.21%	72
2024 Q1	$625K	Buy	7,505 +89	+1%	+$7.14K	0.19%	77
2023 Q4	$579K	Buy	7,416 +959	+15%	+$70.8K	0.22%	88
2023 Q3	$498K	Buy	6,457 +1,457	+29%	+$120K	0.19%	90
2023 Q2	$411K	Buy	5,000 +177	+4%	+$13.5K	0.16%	108
2023 Q1	$340K	Buy	4,823 +175	+4%	+$12.5K	0.15%	112
2022 Q4	$319K	Buy	4,648 +81	+2%	+$5.17K	0.2%	80
2022 Q3	$266K	Sell	4,567 -218	-5%	-$15.1K	0.19%	87
2022 Q2	$334K	Buy	4,785 +98	+2%	+$7.15K	0.22%	74
2022 Q1	$372K	Buy	+4,687	New	+$362K	0.22%	76

Other funds holding ALC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

WR Wealth Planners's ALC Position: Q4 2024 in Review

WR Wealth Planners reduced its Alcon (ALC) stake by 10% in Q4 2024, selling an estimated $75.4K and leaving 7,325 shares worth $622K. The position accounts for 0.2% of the portfolio, ranked #77.

WR Wealth Planners first reported a position in ALC in Q1 2022 and has held it in 12 quarters since. The position peaked at $817K in Q3 2024. 661 funds tracked by Wall St. Rank hold ALC as of Q4 2024.

WR Wealth Planners held 7,325 shares of Alcon worth $622K as of Q4 2024.
WR Wealth Planners sold 836 Alcon shares in Q4 2024, an estimated $75.4K.
Alcon made up 0.2% of WR Wealth Planners's portfolio in Q4 2024, its #77 holding.
WR Wealth Planners first reported a position in Alcon in Q1 2022 and has held it in 12 quarters since.
WR Wealth Planners's Alcon position peaked at $817K in Q3 2024.
661 funds tracked by Wall St. Rank held Alcon as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.