BerganKDV Wealth Management’s Align Technology ALGN Stock Holding History

BerganKDV 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
2023 Q2	–	Sell	-11	Closed	-$3.68K	–	871
2023 Q1	$3.68K	Hold	11	–	–	﹤0.01%	738
2022 Q4	$2.32K	Sell	11 -26	-70%	-$5.2K	﹤0.01%	781
2022 Q3	$8K	Sell	37 -4	-10%	-$1.03K	﹤0.01%	598
2022 Q2	$10K	Buy	41 +2	+5%	+$614	﹤0.01%	587
2022 Q1	$17K	Hold	39	–	–	﹤0.01%	532
2021 Q4	$26K	Hold	39	–	–	﹤0.01%	506
2021 Q3	$26K	Buy	39 +24	+160%	+$16.3K	﹤0.01%	483
2021 Q2	$9K	Hold	15	–	–	﹤0.01%	619
2021 Q1	$8K	Hold	15	–	–	﹤0.01%	603
2020 Q4	$8K	Buy	15 +4	+36%	+$1.8K	﹤0.01%	591
2020 Q3	$4K	Hold	11	–	–	﹤0.01%	592
2020 Q2	$3K	Sell	11 -2	-15%	-$450	﹤0.01%	681
2020 Q1	$2K	Hold	13	–	–	﹤0.01%	714
2019 Q4	$4K	Buy	+13	New	+$3.24K	﹤0.01%	641

Other funds holding ALGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

BerganKDV Wealth Management's ALGN Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of Align Technology (ALGN) in Q2 2023, closing a stake of 11 shares — an estimated $3.68K sold.

BerganKDV Wealth Management first reported a position in ALGN in Q4 2019 and held it in 14 quarters. The position peaked at $26K in Q4 2021. 772 funds tracked by Wall St. Rank hold ALGN as of Q2 2023.

BerganKDV Wealth Management reported no remaining Align Technology position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 11 Align Technology shares in Q2 2023, an estimated $3.68K.
BerganKDV Wealth Management first reported a position in Align Technology in Q4 2019 and held it in 14 quarters.
BerganKDV Wealth Management's Align Technology position peaked at $26K in Q4 2021.
772 funds tracked by Wall St. Rank held Align Technology as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.