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Benjamin F. Edwards & Company’s Align Technology ALGN Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$166K Buy
687
+56
+9% +$15.6K ﹤0.01% 961
2024
Q1 		$207K Buy
631
+19
+3% +$5.57K ﹤0.01% 899
2023
Q4 		$168K Buy
+612
New +$145K ﹤0.01% 925
2022
Q2 		– Sell
-3
Closed -$1K – 1801
2022
Q1 		$1K Buy
+3
New +$1.46K ﹤0.01% 1691
2021
Q4 		– Sell
-113
Closed -$75K – 1700
2021
Q3 		$75K Sell
113
-7
-6% -$4.75K ﹤0.01% 923
2021
Q2 		$73K Buy
120
+7
+6% +$4.14K ﹤0.01% 933
2021
Q1 		$61K Sell
113
-3,749
-97% -$2.07M ﹤0.01% 954
2020
Q4 		$2.06M Buy
+3,862
New +$1.74M 0.12% 185
2020
Q3 		– Sell
-111
Closed -$30K – 1659
2020
Q2 		$30K Buy
+111
New +$25K ﹤0.01% 991
2020
Q1 		– Sell
-37
Closed -$10K – 1703
2019
Q4 		$10K Hold
37
– – ﹤0.01% 1420
2019
Q3 		$7K Sell
37
-10
-21% -$2.08K ﹤0.01% 1485
2019
Q2 		$13K Hold
47
– – ﹤0.01% 1324
2019
Q1 		$13K Hold
47
– – ﹤0.01% 1243
2018
Q4 		$10K Buy
47
+37
+370% +$9.35K ﹤0.01% 1272
2018
Q3 		$4K Sell
10
-16
-62% -$5.9K ﹤0.01% 1434
2018
Q2 		$9K Buy
26
+16
+160% +$4.77K ﹤0.01% 1287
2018
Q1 		$3K Buy
+10
New +$2.57K ﹤0.01% 1466
2015
Q3 		– Sell
-100
Closed -$6K – 1132
2015
Q2 		$6K Hold
100
– – ﹤0.01% 1001
2015
Q1 		$5K Hold
100
– – ﹤0.01% 988
2014
Q4 		$6K Hold
100
– – ﹤0.01% 862
2014
Q3 		$5K Hold
100
– – ﹤0.01% 856
2014
Q2 		$6K Hold
100
– – ﹤0.01% 797
2014
Q1 		$5K Buy
+100
New +$5.6K ﹤0.01% 772

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 $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Benjamin F. Edwards & Company's ALGN Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Align Technology (ALGN) stake by 8.9% in Q2 2024, buying an estimated $15.6K and bringing the position to 687 shares worth $166K. The position accounts for ﹤0.01% of the portfolio, ranked #961.

Benjamin F. Edwards & Company first reported a position in ALGN in Q1 2014 and has held it in 23 quarters since. The position peaked at $2.06M in Q4 2020. 768 funds tracked by Wall St. Rank hold ALGN as of Q2 2024.

  • Benjamin F. Edwards & Company held 687 shares of Align Technology worth $166K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 56 Align Technology shares in Q2 2024, an estimated $15.6K.
  • Align Technology made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #961 holding.
  • Benjamin F. Edwards & Company first reported a position in Align Technology in Q1 2014 and has held it in 23 quarters since.
  • Benjamin F. Edwards & Company's Align Technology position peaked at $2.06M in Q4 2020.
  • 768 funds tracked by Wall St. Rank held Align Technology as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.