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Bedell Frazier Investment Counselling’s Align Technology ALGN Stock Holding History

Bedell Frazier Investment Counselling’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
-7,182
Closed -$1.83M – 108
2024
Q3 		$1.83M Sell
7,182
-811
-10% -$191K 0.44% 50
2024
Q2 		$1.93M Buy
7,993
+667
+9% +$186K 0.47% 52
2024
Q1 		$2.4M Buy
+7,326
New +$2.15M 0.6% 44

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 $3.37T AUM 44.26% 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

Bedell Frazier Investment Counselling's ALGN Position: Q4 2024 in Review

Bedell Frazier Investment Counselling sold out of Align Technology (ALGN) in Q4 2024, closing a stake of 7,182 shares — an estimated $1.83M sold.

Bedell Frazier Investment Counselling first reported a position in ALGN in Q1 2024 and held it in 3 quarters. The position peaked at $2.4M in Q1 2024. 723 funds tracked by Wall St. Rank hold ALGN as of Q4 2024.

  • Bedell Frazier Investment Counselling reported no remaining Align Technology position as of Q4 2024 after selling out during the quarter.
  • Bedell Frazier Investment Counselling sold 7,182 Align Technology shares in Q4 2024, an estimated $1.83M.
  • Bedell Frazier Investment Counselling first reported a position in Align Technology in Q1 2024 and held it in 3 quarters.
  • Bedell Frazier Investment Counselling's Align Technology position peaked at $2.4M in Q1 2024.
  • 723 funds tracked by Wall St. Rank held Align Technology as of Q4 2024.

Based on Bedell Frazier Investment Counselling's 13F filing for Q4 2024, filed 12 Feb 2025.