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BFSG LLC’s Align Technology ALGN Stock Holding History

BFSG LLC’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
Q1 		– Sell
-15
Closed -$4.11K – 666
2023
Q4 		$4.11K Buy
+15
New +$3.56K ﹤0.01% 513
2020
Q1 		– Sell
-2,505
Closed -$699K – 149
2019
Q4 		$699K Buy
+2,505
New +$625K 0.13% 131
2017
Q4 		– Sell
-1,526
Closed -$284K – 149
2017
Q3 		$284K Sell
1,526
-193
-11% -$33K 0.13% 97
2017
Q2 		$258K Buy
+1,719
New +$233K 0.13% 94

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return