BFO
ALGN icon

Boston Family Office’s Align Technology ALGN Stock Holding History

Boston Family Office’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
Q3 		– Sell
-614
Closed -$218K – 253
2023
Q2 		$218K Hold
614
– – 0.02% 241
2023
Q1 		$206K Buy
+614
New +$181K 0.02% 254
2022
Q4 		– Sell
-1,062
Closed -$220K – 268
2022
Q3 		$220K Hold
1,062
– – 0.02% 252
2022
Q2 		$251K Hold
1,062
– – 0.02% 242
2022
Q1 		$463K Hold
1,062
– – 0.03% 212
2021
Q4 		$698K Hold
1,062
– – 0.05% 184
2021
Q3 		$707K Sell
1,062
-10
-0.9% -$6.79K 0.05% 179
2021
Q2 		$655K Hold
1,072
– – 0.05% 186
2021
Q1 		$580K Buy
1,072
+38
+4% +$21K 0.04% 197
2020
Q4 		$553K Hold
1,034
– – 0.04% 191
2020
Q3 		$338K Hold
1,034
– – 0.03% 210
2020
Q2 		$284K Buy
+1,034
New +$233K 0.03% 220
2020
Q1 		– Sell
-1,109
Closed -$309K – 236
2019
Q4 		$309K Hold
1,109
– – 0.03% 227
2019
Q3 		$201K Sell
1,109
-817
-42% -$170K 0.02% 247
2019
Q2 		$527K Hold
1,926
– – 0.05% 185
2019
Q1 		$548K Sell
1,926
-25
-1% -$5.97K 0.06% 182
2018
Q4 		$409K Sell
1,951
-359
-16% -$90.7K 0.05% 197
2018
Q3 		$904K Sell
2,310
-255
-10% -$94.1K 0.1% 154
2018
Q2 		$878K Buy
2,565
+160
+7% +$47.7K 0.1% 154
2018
Q1 		$604K Hold
2,405
– – 0.07% 179
2017
Q4 		$534K Buy
2,405
+155
+7% +$35.2K 0.06% 191
2017
Q3 		$419K Buy
+2,250
New +$385K 0.05% 207

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Boston Family Office's ALGN Position: Q3 2023 in Review

Boston Family Office sold out of Align Technology (ALGN) in Q3 2023, closing a stake of 614 shares — an estimated $218K sold.

Boston Family Office first reported a position in ALGN in Q3 2017 and held it in 22 quarters. The position peaked at $904K in Q3 2018. 808 funds tracked by Wall St. Rank hold ALGN as of Q3 2023.

  • Boston Family Office reported no remaining Align Technology position as of Q3 2023 after selling out during the quarter.
  • Boston Family Office sold 614 Align Technology shares in Q3 2023, an estimated $218K.
  • Boston Family Office first reported a position in Align Technology in Q3 2017 and held it in 22 quarters.
  • Boston Family Office's Align Technology position peaked at $904K in Q3 2018.
  • 808 funds tracked by Wall St. Rank held Align Technology as of Q3 2023.

Based on Boston Family Office's 13F filing for Q3 2023, filed 13 Nov 2023.