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Kolinsky Wealth Management’s Alcon ALC Stock Holding History

Kolinsky 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
2022
Q3 		– Sell
-3,855
Closed -$269K – 117
2022
Q2 		$269K Sell
3,855
-481
-11% -$35.1K 0.32% 82
2022
Q1 		$344K Buy
4,336
+643
+17% +$49.7K 0.34% 63
2021
Q4 		$322K Buy
+3,693
New +$304K 0.3% 88

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 $47.7B AUM 13.92% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $4.29B AUM 4.26% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Kolinsky Wealth Management's ALC Position: Q3 2022 in Review

Kolinsky Wealth Management sold out of Alcon (ALC) in Q3 2022, closing a stake of 3,855 shares — an estimated $269K sold.

Kolinsky Wealth Management first reported a position in ALC in Q4 2021 and held it in 3 quarters. The position peaked at $344K in Q1 2022. 558 funds tracked by Wall St. Rank hold ALC as of Q3 2022.

  • Kolinsky Wealth Management reported no remaining Alcon position as of Q3 2022 after selling out during the quarter.
  • Kolinsky Wealth Management sold 3,855 Alcon shares in Q3 2022, an estimated $269K.
  • Kolinsky Wealth Management first reported a position in Alcon in Q4 2021 and held it in 3 quarters.
  • Kolinsky Wealth Management's Alcon position peaked at $344K in Q1 2022.
  • 558 funds tracked by Wall St. Rank held Alcon as of Q3 2022.

Based on Kolinsky Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.