1WA
ALGN icon

180 Wealth Advisors’s Align Technology ALGN Stock Holding History

180 Wealth Advisors’s Portfolio ALGN Stock Details ALGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,008
Closed -$308K – 387
2023
Q3 		$308K Buy
+1,008
New +$348K 0.07% 257
2019
Q3 		– Sell
-1,238
Closed -$251K – 255
2019
Q2 		$251K Sell
1,238
-26
-2% -$7.85K 0.11% 208
2019
Q1 		$411K Buy
1,264
+332
+36% +$79.2K 0.19% 142
2018
Q4 		$365K Hold
932
– – 0.17% 165
2018
Q3 		$365K Sell
932
-5
-0.5% -$1.84K 0.17% 165
2018
Q2 		$321K Sell
937
-13
-1% -$3.88K 0.16% 173
2018
Q1 		$243K Sell
950
-386
-29% -$99.1K 0.13% 200
2017
Q4 		$297K Buy
+1,336
New +$303K 0.15% 170

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return