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Brown Shipley & Co’s Align Technology ALGN Stock Holding History

Brown Shipley & Co’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
Q2 		– Sell
-22
Closed -$7.18K – 83
2024
Q1 		$7.18K Buy
+22
New +$6.46K ﹤0.01% 96
2023
Q3 		– Sell
-22
Closed -$7.78K – 93
2023
Q2 		$7.78K Buy
+22
New +$7.01K ﹤0.01% 114

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
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
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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Brown Shipley & Co's ALGN Position: Q2 2024 in Review

Brown Shipley & Co sold out of Align Technology (ALGN) in Q2 2024, closing a stake of 22 shares — an estimated $7.18K sold.

Brown Shipley & Co first reported a position in ALGN in Q2 2023 and held it in 2 quarters. The position peaked at $7.78K in Q2 2023. 768 funds tracked by Wall St. Rank hold ALGN as of Q2 2024.

  • Brown Shipley & Co reported no remaining Align Technology position as of Q2 2024 after selling out during the quarter.
  • Brown Shipley & Co sold 22 Align Technology shares in Q2 2024, an estimated $7.18K.
  • Brown Shipley & Co first reported a position in Align Technology in Q2 2023 and held it in 2 quarters.
  • Brown Shipley & Co's Align Technology position peaked at $7.78K in Q2 2023.
  • 768 funds tracked by Wall St. Rank held Align Technology as of Q2 2024.

Based on Brown Shipley & Co's 13F filing for Q2 2024, filed 19 Aug 2024.