YorkBridge Wealth Partners’s Alcon ALC Stock Holding History

YorkBridge Wealth Partners’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	$430K	Sell	6,269 -729	-10%	-$46.5K	0.11%	142
2022 Q3	$407K	Buy	6,998 +312	+5%	+$21.6K	0.1%	135
2022 Q2	$467K	Sell	6,686 -296	-4%	-$21.6K	0.12%	132
2022 Q1	$554K	Sell	6,982 -5	-0.1%	-$386	0.12%	129
2021 Q4	$609K	Buy	6,987 +185	+3%	+$15.2K	0.14%	121
2021 Q3	$547K	Buy	6,802 +260	+4%	+$20K	0.14%	117
2021 Q2	$460K	Sell	6,542 -116	-2%	-$8.26K	0.12%	134
2021 Q1	$467K	Buy	6,658 +1,410	+27%	+$99.8K	0.14%	123
2020 Q4	$346K	Buy	5,248 +1	+0%	+$63	0.12%	138
2020 Q3	$299K	Buy	5,247 +147	+3%	+$8.65K	0.13%	140
2020 Q2	$292K	Buy	+5,100	New	+$289K	0.13%	133

Other funds holding ALC

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

YorkBridge Wealth Partners's ALC Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Alcon (ALC) stake by 10% in Q4 2022, selling an estimated $46.5K and leaving 6,269 shares worth $430K. The position accounts for 0.11% of the portfolio, ranked #142.

YorkBridge Wealth Partners first reported a position in ALC in Q2 2020 and has held it in 11 quarters since. The position peaked at $609K in Q4 2021. 586 funds tracked by Wall St. Rank hold ALC as of Q4 2022.

YorkBridge Wealth Partners held 6,269 shares of Alcon worth $430K as of Q4 2022.
YorkBridge Wealth Partners sold 729 Alcon shares in Q4 2022, an estimated $46.5K.
Alcon made up 0.11% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #142 holding.
YorkBridge Wealth Partners first reported a position in Alcon in Q2 2020 and has held it in 11 quarters since.
YorkBridge Wealth Partners's Alcon position peaked at $609K in Q4 2021.
586 funds tracked by Wall St. Rank held Alcon as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.