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Badgley Phelps Wealth Managers’s Align Technology ALGN Stock Holding History

Badgley Phelps Wealth Managers’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
-536
Closed -$176K – 261
2024
Q1 		$176K Buy
+536
New +$157K ﹤0.01% 246
2022
Q2 		– Sell
-575
Closed -$251K – 205
2022
Q1 		$251K Hold
575
– – 0.01% 189
2021
Q4 		$378K Sell
575
-48
-8% -$30.9K 0.01% 173
2021
Q3 		$415K Buy
+623
New +$423K 0.02% 166

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Badgley Phelps Wealth Managers's ALGN Position: Q2 2024 in Review

Badgley Phelps Wealth Managers sold out of Align Technology (ALGN) in Q2 2024, closing a stake of 536 shares — an estimated $176K sold.

Badgley Phelps Wealth Managers first reported a position in ALGN in Q3 2021 and held it in 4 quarters. The position peaked at $415K in Q3 2021. 767 funds tracked by Wall St. Rank hold ALGN as of Q2 2024.

  • Badgley Phelps Wealth Managers reported no remaining Align Technology position as of Q2 2024 after selling out during the quarter.
  • Badgley Phelps Wealth Managers sold 536 Align Technology shares in Q2 2024, an estimated $176K.
  • Badgley Phelps Wealth Managers first reported a position in Align Technology in Q3 2021 and held it in 4 quarters.
  • Badgley Phelps Wealth Managers's Align Technology position peaked at $415K in Q3 2021.
  • 767 funds tracked by Wall St. Rank held Align Technology as of Q2 2024.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2024, filed 14 Aug 2024.