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Capital Wealth Planning’s Align Technology ALGN Stock Holding History

Capital Wealth Planning’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
-1,630
Closed -$576K – 138
2023
Q2 		$576K Buy
+1,630
New +$519K 0.01% 84

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

Capital Wealth Planning's ALGN Position: Q3 2023 in Review

Capital Wealth Planning sold out of Align Technology (ALGN) in Q3 2023, closing a stake of 1,630 shares — an estimated $576K sold.

Capital Wealth Planning first reported a position in ALGN in Q2 2023 and held it in 1 quarter. The position peaked at $576K in Q2 2023. 808 funds tracked by Wall St. Rank hold ALGN as of Q3 2023.

  • Capital Wealth Planning reported no remaining Align Technology position as of Q3 2023 after selling out during the quarter.
  • Capital Wealth Planning sold 1,630 Align Technology shares in Q3 2023, an estimated $576K.
  • Capital Wealth Planning first reported a position in Align Technology in Q2 2023 and held it in 1 quarter.
  • Capital Wealth Planning's Align Technology position peaked at $576K in Q2 2023.
  • 808 funds tracked by Wall St. Rank held Align Technology as of Q3 2023.

Based on Capital Wealth Planning's 13F filing for Q3 2023, filed 6 Nov 2023.