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Accurate Wealth Management’s Align Technology ALGN Stock Holding History

Accurate Wealth Management’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
Q1 		– Sell
-363
Closed -$84.3K – 285
2022
Q4 		$84.3K Buy
+363
New +$72.7K 0.03% 338

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Accurate Wealth Management's ALGN Position: Q1 2023 in Review

Accurate Wealth Management sold out of Align Technology (ALGN) in Q1 2023, closing a stake of 363 shares — an estimated $84.3K sold.

Accurate Wealth Management first reported a position in ALGN in Q4 2022 and held it in 1 quarter. The position peaked at $84.3K in Q4 2022. 769 funds tracked by Wall St. Rank hold ALGN as of Q1 2023.

  • Accurate Wealth Management reported no remaining Align Technology position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 363 Align Technology shares in Q1 2023, an estimated $84.3K.
  • Accurate Wealth Management first reported a position in Align Technology in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Align Technology position peaked at $84.3K in Q4 2022.
  • 769 funds tracked by Wall St. Rank held Align Technology as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.