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Buckingham Strategic Wealth’s Align Technology ALGN Stock Holding History

Buckingham Strategic Wealth’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 		$348K Buy
1,441
+41
+3% +$11.4K ﹤0.01% 560
2024
Q1 		$459K Sell
1,400
-158
-10% -$46.4K ﹤0.01% 486
2023
Q4 		$427K Buy
1,558
+63
+4% +$14.9K 0.01% 479
2023
Q3 		$456K Buy
1,495
+16
+1% +$5.53K 0.01% 432
2023
Q2 		$523K Sell
1,479
-58
-4% -$18.5K 0.01% 409
2023
Q1 		$324K Hold
1,537
– – 0.01% 469
2022
Q4 		$324K Sell
1,537
-1,055
-41% -$211K 0.01% 471
2022
Q3 		$537K Buy
2,592
+2
+0.1% +$515 0.01% 353
2022
Q2 		$613K Sell
2,590
-264
-9% -$81.1K 0.01% 329
2022
Q1 		$1.24M Buy
2,854
+4
+0.1% +$1.95K 0.02% 241
2021
Q4 		$1.87M Sell
2,850
-101
-3% -$64.9K 0.04% 187
2021
Q3 		$1.96M Sell
2,951
-159
-5% -$108K 0.04% 176
2021
Q2 		$1.9M Sell
3,110
-123
-4% -$72.8K 0.05% 177
2021
Q1 		$1.75M Sell
3,233
-18
-0.6% -$9.95K 0.09% 161
2020
Q4 		$1.74M Buy
+3,251
New +$1.46M 0.09% 162
2020
Q1 		– Sell
-3,762
Closed -$1.05M – 460
2019
Q4 		$1.05M Buy
+3,762
New +$938K 0.1% 151
2019
Q3 		– Sell
-3,574
Closed -$978K – 431
2019
Q2 		$978K Buy
3,574
+224
+7% +$67.6K 0.11% 145
2019
Q1 		$953K Sell
3,350
-125
-4% -$29.8K 0.12% 139
2018
Q4 		$728K Buy
3,475
+745
+27% +$188K 0.11% 149
2018
Q3 		$1.07M Buy
2,730
+11
+0.4% +$4.06K 0.16% 115
2018
Q2 		$930K Buy
2,719
+179
+7% +$53.4K 0.15% 127
2018
Q1 		$638K Buy
2,540
+3
+0.1% +$770 0.12% 144
2017
Q4 		$564K Sell
2,537
-126
-5% -$28.6K 0.12% 156
2017
Q3 		$496K Buy
2,663
+802
+43% +$137K 0.12% 155
2017
Q2 		$279K Buy
1,861
+59
+3% +$8K 0.07% 228
2017
Q1 		$207K Buy
+1,802
New +$182K 0.06% 242

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

Buckingham Strategic Wealth's ALGN Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Align Technology (ALGN) stake by 2.9% in Q2 2024, buying an estimated $11.4K and bringing the position to 1,441 shares worth $348K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

Buckingham Strategic Wealth first reported a position in ALGN in Q1 2017 and has held it in 26 quarters since. The position peaked at $1.96M in Q3 2021. 768 funds tracked by Wall St. Rank hold ALGN as of Q2 2024.

  • Buckingham Strategic Wealth held 1,441 shares of Align Technology worth $348K as of Q2 2024.
  • Buckingham Strategic Wealth bought 41 Align Technology shares in Q2 2024, an estimated $11.4K.
  • Align Technology made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #560 holding.
  • Buckingham Strategic Wealth first reported a position in Align Technology in Q1 2017 and has held it in 26 quarters since.
  • Buckingham Strategic Wealth's Align Technology position peaked at $1.96M in Q3 2021.
  • 768 funds tracked by Wall St. Rank held Align Technology as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.