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Gerber Kawasaki Wealth & Investment Management’s Alcon ALC Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021
Q4 		– Sell
-224
Closed -$18K – 302
2021
Q3 		$18K Buy
+224
New +$17.2K ﹤0.01% 528

Other funds holding ALC

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's ALC Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Alcon (ALC) in Q4 2021, closing a stake of 224 shares — an estimated $18K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in ALC in Q3 2021 and held it in 1 quarter. The position peaked at $18K in Q3 2021. 625 funds tracked by Wall St. Rank hold ALC as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Alcon position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 224 Alcon shares in Q4 2021, an estimated $18K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Alcon in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Alcon position peaked at $18K in Q3 2021.
  • 625 funds tracked by Wall St. Rank held Alcon as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.