BTWM
ALC icon

Baker Tilly Wealth Management’s Alcon ALC Stock Holding History

Baker Tilly Wealth Management’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
Q2 		– Sell
-5,284
Closed -$440K – 282
2024
Q1 		$440K Sell
5,284
-238
-4% -$19.1K 0.08% 283
2023
Q4 		$431K Buy
5,522
+344
+7% +$25.4K 0.07% 312
2023
Q3 		$399K Sell
5,178
-9,220
-64% -$758K 0.07% 310
2023
Q2 		$1.18M Sell
14,398
-290
-2% -$22.1K 0.12% 180
2023
Q1 		$1.04M Buy
14,688
+1,954
+15% +$139K 0.12% 193
2022
Q4 		$873K Sell
12,734
-675
-5% -$43.1K 0.11% 210
2022
Q3 		$780K Sell
13,409
-141
-1% -$9.78K 0.11% 207
2022
Q2 		$947K Sell
13,550
-97
-0.7% -$7.08K 0.12% 179
2022
Q1 		$1.08M Sell
13,647
-1,796
-12% -$139K 0.12% 181
2021
Q4 		$1.34M Buy
15,443
+2,331
+18% +$192K 0.14% 149
2021
Q3 		$1.05M Buy
13,112
+468
+4% +$36K 0.14% 155
2021
Q2 		$888K Buy
12,644
+1,283
+11% +$91.4K 0.14% 162
2021
Q1 		$797K Buy
11,361
+6,485
+133% +$459K 0.16% 160
2020
Q4 		$322K Buy
+4,876
New +$305K 0.1% 223

Other funds holding ALC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Baker Tilly Wealth Management's ALC Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of Alcon (ALC) in Q2 2024, closing a stake of 5,284 shares — an estimated $440K sold.

Baker Tilly Wealth Management first reported a position in ALC in Q4 2020 and held it in 14 quarters. The position peaked at $1.34M in Q4 2021. 632 funds tracked by Wall St. Rank hold ALC as of Q2 2024.

  • Baker Tilly Wealth Management reported no remaining Alcon position as of Q2 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 5,284 Alcon shares in Q2 2024, an estimated $440K.
  • Baker Tilly Wealth Management first reported a position in Alcon in Q4 2020 and held it in 14 quarters.
  • Baker Tilly Wealth Management's Alcon position peaked at $1.34M in Q4 2021.
  • 632 funds tracked by Wall St. Rank held Alcon as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.