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B. Riley Wealth Advisors’s Align Technology ALGN Stock Holding History

B. Riley Wealth Advisors’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
Q3 		– Sell
-950
Closed -$336K – 1459
2023
Q2 		$336K Buy
950
+234
+33% +$74.5K 0.01% 1059
2023
Q1 		$239K Buy
+716
New +$211K 0.01% 1198
2022
Q4 		– Sell
-1,670
Closed -$346K – 1494
2022
Q3 		$346K Buy
1,670
+266
+19% +$68.5K 0.01% 936
2022
Q2 		$333K Sell
1,404
-388
-22% -$119K 0.01% 828
2022
Q1 		$782K Buy
1,792
+204
+13% +$99.3K 0.03% 566
2021
Q4 		$1.04M Buy
1,588
+192
+14% +$123K 0.03% 517
2021
Q3 		$929K Buy
1,396
+471
+51% +$320K 0.03% 545
2021
Q2 		$566K Buy
925
+2
+0.2% +$1.18K 0.02% 709
2021
Q1 		$500K Buy
923
+539
+140% +$298K 0.02% 732
2020
Q4 		$206K Buy
+384
New +$173K 0.01% 912
2019
Q3 		– Sell
-906
Closed -$250K – 811
2019
Q2 		$250K Buy
906
+31
+4% +$9.36K 0.03% 637
2019
Q1 		$252K Sell
875
-1,607
-65% -$384K 0.03% 568
2018
Q4 		$521K Sell
2,482
-2,095
-46% -$529K 0.07% 286
2018
Q3 		$1.79M Buy
4,577
+204
+5% +$75.3K 0.21% 107
2018
Q2 		$1.5M Buy
4,373
+298
+7% +$88.9K 0.2% 119
2018
Q1 		$1.03M Sell
4,075
-773
-16% -$199K 0.14% 165
2017
Q4 		$1.08M Buy
4,848
+77
+2% +$17.5K 0.15% 167
2017
Q3 		$890K Buy
4,771
+1,685
+55% +$288K 0.15% 158
2017
Q2 		$464K Sell
3,086
-916
-23% -$124K 0.08% 267
2017
Q1 		$460K Buy
4,002
+784
+24% +$79.2K 0.09% 246
2016
Q4 		$310K Buy
3,218
+600
+23% +$55.7K 0.06% 336
2016
Q3 		$246K Buy
+2,618
New +$237K 0.05% 465
2015
Q1 		– Sell
-6
Closed – – 621
2014
Q4 		$0 Buy
+6
New +$317 ﹤0.01% 3664
2014
Q3 		– Sell
-6
Closed -$363 – 700
2014
Q2 		$363 Buy
+6
New +$312 ﹤0.01% 2353

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

B. Riley Wealth Advisors's ALGN Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of Align Technology (ALGN) in Q3 2023, closing a stake of 950 shares — an estimated $336K sold.

B. Riley Wealth Advisors first reported a position in ALGN in Q2 2014 and held it in 24 quarters. The position peaked at $1.79M in Q3 2018. 808 funds tracked by Wall St. Rank hold ALGN as of Q3 2023.

  • B. Riley Wealth Advisors reported no remaining Align Technology position as of Q3 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 950 Align Technology shares in Q3 2023, an estimated $336K.
  • B. Riley Wealth Advisors first reported a position in Align Technology in Q2 2014 and held it in 24 quarters.
  • B. Riley Wealth Advisors's Align Technology position peaked at $1.79M in Q3 2018.
  • 808 funds tracked by Wall St. Rank held Align Technology as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.