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Baldwin Wealth Partners’s Align Technology ALGN Stock Holding History

Baldwin Wealth Partners’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
-25
Closed -$6.36K – 260
2024
Q3 		$6.36K Buy
+25
New +$5.9K ﹤0.01% 852
2022
Q4 		– Sell
-40
Closed -$8K – 781
2022
Q3 		$8K Hold
40
– – ﹤0.01% 528
2022
Q2 		$9K Hold
40
– – ﹤0.01% 537
2022
Q1 		$17K Hold
40
– – ﹤0.01% 490
2021
Q4 		$26K Hold
40
– – ﹤0.01% 419
2021
Q3 		$27K Buy
+40
New +$27.2K ﹤0.01% 418

Other funds holding ALGN

Vanguard Group
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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

Baldwin Wealth Partners's ALGN Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Align Technology (ALGN) in Q4 2024, closing a stake of 25 shares — an estimated $6.36K sold.

Baldwin Wealth Partners first reported a position in ALGN in Q3 2021 and held it in 6 quarters. The position peaked at $27K in Q3 2021. 722 funds tracked by Wall St. Rank hold ALGN as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Align Technology position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 25 Align Technology shares in Q4 2024, an estimated $6.36K.
  • Baldwin Wealth Partners first reported a position in Align Technology in Q3 2021 and held it in 6 quarters.
  • Baldwin Wealth Partners's Align Technology position peaked at $27K in Q3 2021.
  • 722 funds tracked by Wall St. Rank held Align Technology as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.