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Beacon Pointe Advisors’s Align Technology ALGN Stock Holding History

Beacon Pointe 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
2024
Q3 		– Sell
-935
Closed -$226K – 1224
2024
Q2 		$226K Sell
935
-364
-28% -$101K ﹤0.01% 1149
2024
Q1 		$426K Buy
1,299
+190
+17% +$55.7K ﹤0.01% 980
2023
Q4 		$304K Sell
1,109
-29
-3% -$6.88K ﹤0.01% 1077
2023
Q3 		$347K Buy
+1,138
New +$393K ﹤0.01% 1003
2022
Q3 		– Sell
-1,017
Closed -$243K – 997
2022
Q2 		$243K Sell
1,017
-3,116
-75% -$957K 0.01% 903
2022
Q1 		$1.8M Buy
4,133
+3,266
+377% +$1.59M 0.02% 471
2021
Q4 		$570K Buy
867
+133
+18% +$85.5K 0.01% 528
2021
Q3 		$489K Sell
734
-242
-25% -$164K 0.01% 546
2021
Q2 		$596K Buy
+976
New +$578K 0.02% 443

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return