BWM
ALC icon

Baystate Wealth Management’s Alcon ALC Stock Holding History

Baystate 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
2023
Q4 		$4.69K Buy
+60
New +$4.43K ﹤0.01% 904
2023
Q3 		– Sell
-21
Closed -$1.73K – 1029
2023
Q2 		$1.73K Hold
21
– – ﹤0.01% 865
2023
Q1 		$1.48K Buy
+21
New +$1.49K ﹤0.01% 884

Other funds holding ALC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
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
AC
AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Baystate Wealth Management's ALC Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Alcon (ALC) in Q4 2023: 60 shares worth $4.69K. The stake represents ﹤0.01% of the portfolio and ranks #904 among its holdings. This is a return to the name: Baystate Wealth Management previously reported a position in ALC as recently as Q2 2023.

Baystate Wealth Management first reported a position in ALC in Q1 2023 and has held it in 3 quarters since. 611 funds tracked by Wall St. Rank hold ALC as of Q4 2023.

  • Baystate Wealth Management held 60 shares of Alcon worth $4.69K as of Q4 2023.
  • Alcon was a new Baystate Wealth Management position in Q4 2023.
  • Alcon made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #904 holding.
  • Baystate Wealth Management first reported a position in Alcon in Q1 2023 and has held it in 3 quarters since.
  • 611 funds tracked by Wall St. Rank held Alcon as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.