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Caldwell Sutter Capital’s Align Technology ALGN Stock Holding History

Caldwell Sutter Capital’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
Q1 		– Sell
-6
Closed -$1.64K – 921
2023
Q4 		$1.64K Hold
6
– – ﹤0.01% 782
2023
Q3 		$1.83K Hold
6
– – ﹤0.01% 749
2023
Q2 		$2.12K Hold
6
– – ﹤0.01% 736
2023
Q1 		$2K Buy
+6
New +$1.77K ﹤0.01% 493

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State Street
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Caldwell Sutter Capital's ALGN Position: Q1 2024 in Review

Caldwell Sutter Capital sold out of Align Technology (ALGN) in Q1 2024, closing a stake of 6 shares — an estimated $1.64K sold.

Caldwell Sutter Capital first reported a position in ALGN in Q1 2023 and held it in 4 quarters. The position peaked at $2.12K in Q2 2023. 818 funds tracked by Wall St. Rank hold ALGN as of Q1 2024.

  • Caldwell Sutter Capital reported no remaining Align Technology position as of Q1 2024 after selling out during the quarter.
  • Caldwell Sutter Capital sold 6 Align Technology shares in Q1 2024, an estimated $1.64K.
  • Caldwell Sutter Capital first reported a position in Align Technology in Q1 2023 and held it in 4 quarters.
  • Caldwell Sutter Capital's Align Technology position peaked at $2.12K in Q2 2023.
  • 818 funds tracked by Wall St. Rank held Align Technology as of Q1 2024.

Based on Caldwell Sutter Capital's 13F filing for Q1 2024, filed 19 Apr 2024.