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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

180 Wealth Advisors's ALGN Position: Q4 2023 in Review

180 Wealth Advisors sold out of Align Technology (ALGN) in Q4 2023, closing a stake of 1,008 shares — an estimated $308K sold.

180 Wealth Advisors first reported a position in ALGN in Q4 2017 and held it in 8 quarters. The position peaked at $411K in Q1 2019. 789 funds tracked by Wall St. Rank hold ALGN as of Q4 2023.

180 Wealth Advisors reported no remaining Align Technology position as of Q4 2023 after selling out during the quarter.
180 Wealth Advisors sold 1,008 Align Technology shares in Q4 2023, an estimated $308K.
180 Wealth Advisors first reported a position in Align Technology in Q4 2017 and held it in 8 quarters.
180 Wealth Advisors's Align Technology position peaked at $411K in Q1 2019.
789 funds tracked by Wall St. Rank held Align Technology as of Q4 2023.

Based on 180 Wealth Advisors's 13F filing for Q4 2023, filed 25 Jan 2024.