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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return