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Avitas Wealth Management’s Align Technology ALGN Stock Holding History

Avitas 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
2024
Q4 		– Sell
-4,640
Closed -$1.18M – 191
2024
Q3 		$1.18M Buy
4,640
+738
+19% +$174K 0.17% 132
2024
Q2 		$942K Sell
3,902
-24
-0.6% -$6.68K 0.14% 142
2024
Q1 		$1.29M Sell
3,926
-21
-0.5% -$6.16K 0.2% 125
2023
Q4 		$1.08M Buy
3,947
+75
+2% +$17.8K 0.18% 127
2023
Q3 		$1.18M Sell
3,872
-73
-2% -$25.2K 0.22% 114
2023
Q2 		$1.4M Buy
3,945
+9
+0.2% +$2.87K 0.25% 107
2023
Q1 		$1.32M Buy
+3,936
New +$1.16M 0.26% 109
2022
Q2 		– Sell
-2,153
Closed -$939K – 194
2022
Q1 		$939K Buy
+2,153
New +$1.05M 0.17% 130

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
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 $618B AUM 30.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Avitas Wealth Management's ALGN Position: Q4 2024 in Review

Avitas Wealth Management sold out of Align Technology (ALGN) in Q4 2024, closing a stake of 4,640 shares — an estimated $1.18M sold.

Avitas Wealth Management first reported a position in ALGN in Q1 2022 and held it in 8 quarters. The position peaked at $1.4M in Q2 2023. 722 funds tracked by Wall St. Rank hold ALGN as of Q4 2024.

  • Avitas Wealth Management reported no remaining Align Technology position as of Q4 2024 after selling out during the quarter.
  • Avitas Wealth Management sold 4,640 Align Technology shares in Q4 2024, an estimated $1.18M.
  • Avitas Wealth Management first reported a position in Align Technology in Q1 2022 and held it in 8 quarters.
  • Avitas Wealth Management's Align Technology position peaked at $1.4M in Q2 2023.
  • 722 funds tracked by Wall St. Rank held Align Technology as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.