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Atria Wealth Solutions’s Align Technology ALGN Stock Holding History

Atria Wealth Solutions’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
-698
Closed -$229K – 1928
2024
Q1 		$229K Buy
+698
New +$205K ﹤0.01% 1734
2023
Q4 		– Sell
-691
Closed -$211K – 1926
2023
Q3 		$211K Sell
691
-597
-46% -$206K ﹤0.01% 1672
2023
Q2 		$455K Buy
1,288
+552
+75% +$176K 0.01% 1206
2023
Q1 		$246K Buy
+736
New +$217K ﹤0.01% 1538

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 $3.37T AUM 44.26% 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

Atria Wealth Solutions's ALGN Position: Q2 2024 in Review

Atria Wealth Solutions sold out of Align Technology (ALGN) in Q2 2024, closing a stake of 698 shares — an estimated $229K sold.

Atria Wealth Solutions first reported a position in ALGN in Q1 2023 and held it in 4 quarters. The position peaked at $455K in Q2 2023. 768 funds tracked by Wall St. Rank hold ALGN as of Q2 2024.

  • Atria Wealth Solutions reported no remaining Align Technology position as of Q2 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 698 Align Technology shares in Q2 2024, an estimated $229K.
  • Atria Wealth Solutions first reported a position in Align Technology in Q1 2023 and held it in 4 quarters.
  • Atria Wealth Solutions's Align Technology position peaked at $455K in Q2 2023.
  • 768 funds tracked by Wall St. Rank held Align Technology as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.