Baldwin Wealth Partners’s Alcon ALC Stock Holding History

Baldwin Wealth 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
2024 Q4	–	Sell	-250	Closed	-$25K	–	258
2024 Q3	$25K	Hold	250	–	–	﹤0.01%	663
2024 Q2	$22.3K	Hold	250	–	–	﹤0.01%	446
2024 Q1	$20.8K	Hold	250	–	–	﹤0.01%	484
2023 Q4	$19.5K	Hold	250	–	–	﹤0.01%	497
2023 Q3	$19.3K	Hold	250	–	–	﹤0.01%	515
2023 Q2	$20.5K	Hold	250	–	–	﹤0.01%	531
2023 Q1	$17.6K	Sell	250 -231	-48%	-$16.4K	﹤0.01%	557
2022 Q4	$33K	Buy	481 +250	+108%	+$15.9K	﹤0.01%	475
2022 Q3	$13K	Hold	231	–	–	﹤0.01%	489
2022 Q2	$16K	Hold	231	–	–	﹤0.01%	489
2022 Q1	$18K	Sell	231 -31	-12%	-$2.4K	﹤0.01%	485
2021 Q4	$23K	Buy	262 +27	+11%	+$2.22K	﹤0.01%	438
2021 Q3	$19K	Hold	235	–	–	﹤0.01%	458
2021 Q2	$16K	Sell	235 -9	-4%	-$641	﹤0.01%	486
2021 Q1	$17K	Buy	244 +31	+15%	+$2.19K	﹤0.01%	472
2020 Q4	$14K	Hold	213	–	–	﹤0.01%	426
2020 Q3	$12K	Sell	213 -1,459	-87%	-$85.8K	﹤0.01%	422
2020 Q2	$96K	Buy	1,672 +24	+1%	+$1.36K	0.01%	229
2020 Q1	$84K	Buy	1,648 +168	+11%	+$9.66K	0.01%	218
2019 Q4	$84K	Hold	1,480	–	–	0.01%	254
2019 Q3	$86K	Buy	1,480 +1,440	+3,600%	+$86.4K	0.01%	246
2019 Q2	$2K	Buy	+40	New	+$2.35K	﹤0.01%	492

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

Baldwin Wealth Partners's ALC Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Alcon (ALC) in Q4 2024, closing a stake of 250 shares — an estimated $25K sold.

Baldwin Wealth Partners first reported a position in ALC in Q2 2019 and held it in 22 quarters. The position peaked at $96K in Q2 2020. 660 funds tracked by Wall St. Rank hold ALC as of Q4 2024.

Baldwin Wealth Partners reported no remaining Alcon position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 250 Alcon shares in Q4 2024, an estimated $25K.
Baldwin Wealth Partners first reported a position in Alcon in Q2 2019 and held it in 22 quarters.
Baldwin Wealth Partners's Alcon position peaked at $96K in Q2 2020.
660 funds tracked by Wall St. Rank held Alcon as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.