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Baron Wealth Management’s Align Technology ALGN Stock Holding History

Baron 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
-787
Closed -$200K – 195
2024
Q3 		$200K Sell
787
-114
-13% -$26.9K 0.1% 198
2024
Q2 		$218K Sell
901
-5
-0.6% -$1.39K 0.11% 156
2024
Q1 		$297K Hold
906
– – 0.16% 121
2023
Q4 		$248K Hold
906
– – 0.14% 137
2023
Q3 		$277K Buy
906
+14
+2% +$4.84K 0.18% 102
2023
Q2 		$315K Buy
892
+7
+0.8% +$2.23K 0.2% 87
2023
Q1 		$296K Buy
+885
New +$261K 0.21% 85

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 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 $2.3T AUM 54.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Baron Wealth Management sold out of Align Technology (ALGN) in Q4 2024, closing a stake of 787 shares — an estimated $200K sold.

Baron Wealth Management first reported a position in ALGN in Q1 2023 and held it in 7 quarters. The position peaked at $315K in Q2 2023. 723 funds tracked by Wall St. Rank hold ALGN as of Q4 2024.

  • Baron Wealth Management reported no remaining Align Technology position as of Q4 2024 after selling out during the quarter.
  • Baron Wealth Management sold 787 Align Technology shares in Q4 2024, an estimated $200K.
  • Baron Wealth Management first reported a position in Align Technology in Q1 2023 and held it in 7 quarters.
  • Baron Wealth Management's Align Technology position peaked at $315K in Q2 2023.
  • 723 funds tracked by Wall St. Rank held Align Technology as of Q4 2024.

Based on Baron Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.