Bleakley Financial Group’s Align Technology ALGN Stock Holding History

Bleakley Financial Group’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	-1,114	Closed	-$283K	–	1049
2024 Q3	$283K	Buy	1,114 +261	+31%	+$61.6K	0.01%	802
2024 Q2	$206K	Sell	853 -60	-7%	-$16.7K	0.01%	890
2024 Q1	$299K	Buy	913 +24	+3%	+$7.04K	0.01%	761
2023 Q4	$244K	Sell	889 -491	-36%	-$116K	0.01%	792
2023 Q3	$421K	Sell	1,380 -7	-0.5%	-$2.42K	0.01%	583
2023 Q2	$491K	Sell	1,387 -31	-2%	-$9.87K	0.02%	590
2023 Q1	$474K	Buy	1,418 +159	+13%	+$46.9K	0.02%	586
2022 Q4	$266K	Buy	+1,259	New	+$252K	0.01%	728

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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