AWAU
ALGN icon

Alliance Wealth Advisors (Utah)’s Align Technology ALGN Stock Holding History

Alliance Wealth Advisors (Utah)’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
2024
Q2 		– Sell
-2,791
Closed -$915K – 228
2024
Q1 		$915K Buy
2,791
+90
+3% +$26.4K 0.27% 92
2023
Q4 		$740K Sell
2,701
-2
-0.1% -$474 0.25% 95
2023
Q3 		$825K Buy
2,703
+109
+4% +$37.7K 0.31% 78
2023
Q2 		$917K Buy
2,594
+85
+3% +$27.1K 0.34% 73
2023
Q1 		$838K Buy
2,509
+115
+5% +$33.9K 0.34% 70
2022
Q4 		$505K Buy
+2,394
New +$479K 0.23% 105

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s ALGN Position: Q2 2024 in Review

Alliance Wealth Advisors (Utah) sold out of Align Technology (ALGN) in Q2 2024, closing a stake of 2,791 shares — an estimated $915K sold.

Alliance Wealth Advisors (Utah) first reported a position in ALGN in Q4 2022 and held it in 6 quarters. The position peaked at $917K in Q2 2023. 768 funds tracked by Wall St. Rank hold ALGN as of Q2 2024.

  • Alliance Wealth Advisors (Utah) reported no remaining Align Technology position as of Q2 2024 after selling out during the quarter.
  • Alliance Wealth Advisors (Utah) sold 2,791 Align Technology shares in Q2 2024, an estimated $915K.
  • Alliance Wealth Advisors (Utah) first reported a position in Align Technology in Q4 2022 and held it in 6 quarters.
  • Alliance Wealth Advisors (Utah)'s Align Technology position peaked at $917K in Q2 2023.
  • 768 funds tracked by Wall St. Rank held Align Technology as of Q2 2024.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2024, filed 2 Aug 2024.