Americana Partners’s Align Technology ALGN Stock Holding History

Americana Partners’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	-796	Closed	-$261K	–	351
2024 Q1	$261K	Buy	+796	New	+$234K	0.02%	308
2023 Q4	–	Sell	-1,109	Closed	-$308K	–	317
2023 Q3	$308K	Buy	+1,109	New	+$383K	0.03%	238
2023 Q2	–	Sell	-932	Closed	-$311K	–	291
2023 Q1	$311K	Buy	+932	New	+$275K	0.05%	218
2022 Q4	–	Sell	-990	Closed	-$202K	–	254
2022 Q3	$202K	Buy	990 +109	+12%	+$28.1K	0.04%	226
2022 Q2	$207K	Sell	881 -192	-18%	-$59K	0.04%	228
2022 Q1	$467K	Buy	+1,073	New	+$522K	0.14%	133
2021 Q4	–	Sell	-308	Closed	-$204K	–	258
2021 Q3	$204K	Buy	+308	New	+$209K	0.05%	229
2020 Q1	–	Sell	-166	Closed	-$46K	–	123
2019 Q4	$46K	Buy	+166	New	+$41.4K	0.03%	230

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Americana Partners's ALGN Position: Q2 2024 in Review

Americana Partners sold out of Align Technology (ALGN) in Q2 2024, closing a stake of 796 shares — an estimated $261K sold.

Americana Partners first reported a position in ALGN in Q4 2019 and held it in 8 quarters. The position peaked at $467K in Q1 2022. 768 funds tracked by Wall St. Rank hold ALGN as of Q2 2024.

Americana Partners reported no remaining Align Technology position as of Q2 2024 after selling out during the quarter.
Americana Partners sold 796 Align Technology shares in Q2 2024, an estimated $261K.
Americana Partners first reported a position in Align Technology in Q4 2019 and held it in 8 quarters.
Americana Partners's Align Technology position peaked at $467K in Q1 2022.
768 funds tracked by Wall St. Rank held Align Technology as of Q2 2024.

Based on Americana Partners's 13F filing for Q2 2024, filed 30 Jul 2024.