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BDO Wealth Advisors’s Align Technology ALGN Stock Holding History

BDO 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
Q2 		– Sell
-25
Closed -$8.35K – 982
2023
Q1 		$8.35K Hold
25
– – ﹤0.01% 737
2022
Q4 		$5.27K Hold
25
– – ﹤0.01% 761
2022
Q3 		$5K Hold
25
– – ﹤0.01% 803
2022
Q2 		$6K Sell
25
-25
-50% -$7.68K ﹤0.01% 755
2022
Q1 		$22K Hold
50
– – ﹤0.01% 582
2021
Q4 		$33K Hold
50
– – ﹤0.01% 521
2021
Q3 		$33K Sell
50
-5
-9% -$3.4K ﹤0.01% 511
2021
Q2 		$34K Hold
55
– – ﹤0.01% 522
2021
Q1 		$30K Buy
55
+5
+10% +$2.76K ﹤0.01% 537
2020
Q4 		$27K Buy
+50
New +$22.5K ﹤0.01% 422

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

BDO Wealth Advisors's ALGN Position: Q2 2023 in Review

BDO Wealth Advisors sold out of Align Technology (ALGN) in Q2 2023, closing a stake of 25 shares — an estimated $8.35K sold.

BDO Wealth Advisors first reported a position in ALGN in Q4 2020 and held it in 10 quarters. The position peaked at $34K in Q2 2021. 772 funds tracked by Wall St. Rank hold ALGN as of Q2 2023.

  • BDO Wealth Advisors reported no remaining Align Technology position as of Q2 2023 after selling out during the quarter.
  • BDO Wealth Advisors sold 25 Align Technology shares in Q2 2023, an estimated $8.35K.
  • BDO Wealth Advisors first reported a position in Align Technology in Q4 2020 and held it in 10 quarters.
  • BDO Wealth Advisors's Align Technology position peaked at $34K in Q2 2021.
  • 772 funds tracked by Wall St. Rank held Align Technology as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.