AI
ALGN icon

AXS Investments’s Align Technology ALGN Stock Holding History

AXS Investments’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
2023
Q4 		– Sell
-248
Closed -$75.7K – 395
2023
Q3 		$75.7K Sell
248
-1,552
-86% -$536K 0.02% 318
2023
Q2 		$637K Buy
+1,800
New +$573K 0.17% 189
2022
Q2 		– Sell
-468
Closed -$204K – 201
2022
Q1 		$204K Sell
468
-903
-66% -$440K 0.08% 132
2021
Q4 		$901K Buy
+1,371
New +$881K 0.21% 82
2021
Q3 		– Sell
-1,212
Closed -$741K – 105
2021
Q2 		$741K Buy
1,212
+316
+35% +$187K 0.23% 92
2021
Q1 		$485K Buy
+896
New +$495K 0.17% 105

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

AXS Investments's ALGN Position: Q4 2023 in Review

AXS Investments sold out of Align Technology (ALGN) in Q4 2023, closing a stake of 248 shares — an estimated $75.7K sold.

AXS Investments first reported a position in ALGN in Q1 2021 and held it in 6 quarters. The position peaked at $901K in Q4 2021. 789 funds tracked by Wall St. Rank hold ALGN as of Q4 2023.

  • AXS Investments reported no remaining Align Technology position as of Q4 2023 after selling out during the quarter.
  • AXS Investments sold 248 Align Technology shares in Q4 2023, an estimated $75.7K.
  • AXS Investments first reported a position in Align Technology in Q1 2021 and held it in 6 quarters.
  • AXS Investments's Align Technology position peaked at $901K in Q4 2021.
  • 789 funds tracked by Wall St. Rank held Align Technology as of Q4 2023.

Based on AXS Investments's 13F filing for Q4 2023, filed 9 Feb 2024.