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Robertson Stephens Wealth Management’s Alcon ALC Stock Holding History

Robertson Stephens 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
2024
Q4 		– Sell
-2,053
Closed -$205K – 560
2024
Q3 		$205K Buy
+2,053
New +$193K 0.01% 602

Other funds holding ALC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Robertson Stephens Wealth Management's ALC Position: Q4 2024 in Review

Robertson Stephens Wealth Management sold out of Alcon (ALC) in Q4 2024, closing a stake of 2,053 shares — an estimated $205K sold.

Robertson Stephens Wealth Management first reported a position in ALC in Q3 2024 and held it in 1 quarter. The position peaked at $205K in Q3 2024. 660 funds tracked by Wall St. Rank hold ALC as of Q4 2024.

  • Robertson Stephens Wealth Management reported no remaining Alcon position as of Q4 2024 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 2,053 Alcon shares in Q4 2024, an estimated $205K.
  • Robertson Stephens Wealth Management first reported a position in Alcon in Q3 2024 and held it in 1 quarter.
  • Robertson Stephens Wealth Management's Alcon position peaked at $205K in Q3 2024.
  • 660 funds tracked by Wall St. Rank held Alcon as of Q4 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.