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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

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

BFSG LLC's ALGN Position: Q1 2024 in Review

BFSG LLC sold out of Align Technology (ALGN) in Q1 2024, closing a stake of 15 shares — an estimated $4.11K sold.

BFSG LLC first reported a position in ALGN in Q2 2017 and held it in 4 quarters. The position peaked at $699K in Q4 2019. 818 funds tracked by Wall St. Rank hold ALGN as of Q1 2024.

  • BFSG LLC reported no remaining Align Technology position as of Q1 2024 after selling out during the quarter.
  • BFSG LLC sold 15 Align Technology shares in Q1 2024, an estimated $4.11K.
  • BFSG LLC first reported a position in Align Technology in Q2 2017 and held it in 4 quarters.
  • BFSG LLC's Align Technology position peaked at $699K in Q4 2019.
  • 818 funds tracked by Wall St. Rank held Align Technology as of Q1 2024.

Based on BFSG LLC's 13F filing for Q1 2024, filed 23 Apr 2024.