Alta Advisers’s Align Technology ALGN Stock Holding History

Alta Advisers’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 Q4	–	Sell	-300	Closed	-$76.3K	–	162
2024 Q3	$76.3K	Hold	300	–	–	0.03%	355
2024 Q2	$72.4K	Hold	300	–	–	0.03%	330
2024 Q1	$98.4K	Hold	300	–	–	0.05%	283
2023 Q4	$82.2K	Hold	300	–	–	0.04%	302
2023 Q3	$91.6K	Hold	300	–	–	0.05%	255
2023 Q2	$106K	Hold	300	–	–	0.06%	230
2023 Q1	$100K	Hold	300	–	–	0.06%	236
2022 Q4	$63K	Hold	300	–	–	0.04%	350
2022 Q3	$62K	Buy	+300	New	+$77.2K	0.04%	340

Other funds holding ALGN

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

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

T. Rowe Price Investment Management

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return