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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
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 $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 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 $2.3T AUM 54.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Bleakley Financial Group's ALGN Position: Q4 2024 in Review

Bleakley Financial Group sold out of Align Technology (ALGN) in Q4 2024, closing a stake of 1,114 shares — an estimated $283K sold.

Bleakley Financial Group first reported a position in ALGN in Q4 2022 and held it in 8 quarters. The position peaked at $491K in Q2 2023. 723 funds tracked by Wall St. Rank hold ALGN as of Q4 2024.

  • Bleakley Financial Group reported no remaining Align Technology position as of Q4 2024 after selling out during the quarter.
  • Bleakley Financial Group sold 1,114 Align Technology shares in Q4 2024, an estimated $283K.
  • Bleakley Financial Group first reported a position in Align Technology in Q4 2022 and held it in 8 quarters.
  • Bleakley Financial Group's Align Technology position peaked at $491K in Q2 2023.
  • 723 funds tracked by Wall St. Rank held Align Technology as of Q4 2024.

Based on Bleakley Financial Group's 13F filing for Q4 2024, filed 27 Jan 2025.