Ashton Thomas Private Wealth’s Align Technology ALGN Stock Holding History

Ashton Thomas Private Wealth’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 Q3	–	Sell	-372	Closed	-$89.8K	–	661
2024 Q2	$89.8K	Buy	+372	New	+$104K	0.01%	779
2023 Q3	–	Sell	-855	Closed	-$302K	–	563
2023 Q2	$302K	Buy	855 +170	+25%	+$54.1K	0.02%	477
2023 Q1	$229K	Buy	+685	New	+$202K	0.02%	458
2022 Q3	–	Sell	-943	Closed	-$223K	–	448
2022 Q2	$223K	Sell	943 -98	-9%	-$30.1K	0.02%	422
2022 Q1	$454K	Buy	1,041 +164	+19%	+$79.8K	0.04%	357
2021 Q4	$576K	Buy	877 +26	+3%	+$16.7K	0.06%	315
2021 Q3	$566K	Buy	851 +502	+144%	+$341K	0.08%	249
2021 Q2	$213K	Buy	+349	New	+$207K	0.03%	317
2021 Q1	–	Sell	-505	Closed	-$270K	–	297
2020 Q4	$270K	Buy	+505	New	+$227K	0.05%	269

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

Fidelity Investments

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

Ninety One (UK)

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

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return