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BMS Financial Advisors’s Alcon ALC Stock Holding History

BMS Financial Advisors’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
2022
Q4 		– Sell
-4,958
Closed -$293K – 93
2022
Q3 		$293K Sell
4,958
-43
-0.9% -$2.98K 0.21% 89
2022
Q2 		$348K Buy
5,001
+338
+7% +$24.7K 0.23% 75
2022
Q1 		$374K Buy
4,663
+212
+5% +$16.4K 0.24% 85
2021
Q4 		$393K Buy
+4,451
New +$367K 0.25% 75

Other funds holding ALC

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BMS Financial Advisors's ALC Position: Q4 2022 in Review

BMS Financial Advisors sold out of Alcon (ALC) in Q4 2022, closing a stake of 4,958 shares — an estimated $293K sold.

BMS Financial Advisors first reported a position in ALC in Q4 2021 and held it in 4 quarters. The position peaked at $393K in Q4 2021. 586 funds tracked by Wall St. Rank hold ALC as of Q4 2022.

  • BMS Financial Advisors reported no remaining Alcon position as of Q4 2022 after selling out during the quarter.
  • BMS Financial Advisors sold 4,958 Alcon shares in Q4 2022, an estimated $293K.
  • BMS Financial Advisors first reported a position in Alcon in Q4 2021 and held it in 4 quarters.
  • BMS Financial Advisors's Alcon position peaked at $393K in Q4 2021.
  • 586 funds tracked by Wall St. Rank held Alcon as of Q4 2022.

Based on BMS Financial Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.