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Avior Wealth Management’s Align Technology ALGN Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-502
Closed -$105K – 785
2024
Q4 		$105K Buy
502
+18
+4% +$4.02K ﹤0.01% 884
2024
Q3 		$123K Buy
484
+30
+7% +$7.08K ﹤0.01% 822
2024
Q2 		$110K Sell
454
-138
-23% -$38.4K ﹤0.01% 836
2024
Q1 		$194K Buy
592
+591
+59,100% +$173K 0.01% 716
2023
Q4 		$274 Sell
1
-8
-89% -$1.9K ﹤0.01% 1457
2023
Q3 		$2.75K Buy
9
+8
+800% +$2.76K ﹤0.01% 1344
2023
Q2 		$353 Hold
1
– – ﹤0.01% 1487
2023
Q1 		$334 Hold
1
– – ﹤0.01% 1541
2022
Q4 		$210 Hold
1
– – ﹤0.01% 1217
2022
Q3 		$0 Hold
1
– – ﹤0.01% 1141
2022
Q2 		$0 Buy
+1
New +$307 ﹤0.01% 1051
2021
Q2 		– Sell
-20
Closed -$10K – 1019
2021
Q1 		$10K Sell
20
-14
-41% -$7.74K ﹤0.01% 751
2020
Q4 		$18K Hold
34
– – ﹤0.01% 629
2020
Q3 		$11K Sell
34
-12
-26% -$3.66K ﹤0.01% 670
2020
Q2 		$12K Hold
46
– – ﹤0.01% 637
2020
Q1 		$8K Buy
+46
New +$11K ﹤0.01% 593

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 $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Avior Wealth Management's ALGN Position: Q1 2025 in Review

Avior Wealth Management sold out of Align Technology (ALGN) in Q1 2025, closing a stake of 502 shares — an estimated $105K sold.

Avior Wealth Management first reported a position in ALGN in Q1 2020 and held it in 16 quarters. The position peaked at $194K in Q1 2024. 692 funds tracked by Wall St. Rank hold ALGN as of Q1 2025.

  • Avior Wealth Management reported no remaining Align Technology position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 502 Align Technology shares in Q1 2025, an estimated $105K.
  • Avior Wealth Management first reported a position in Align Technology in Q1 2020 and held it in 16 quarters.
  • Avior Wealth Management's Align Technology position peaked at $194K in Q1 2024.
  • 692 funds tracked by Wall St. Rank held Align Technology as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.