Cary Street Partners Investment Advisory’s Align Technology ALGN Stock Holding History

Cary Street Partners Investment Advisory’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 Q4	–	Sell	-677	Closed	-$207K	–	676
2023 Q3	$207K	Buy	677 +8	+1%	+$2.76K	0.01%	545
2023 Q2	$237K	Sell	669 -11	-2%	-$3.5K	0.02%	472
2023 Q1	$227K	Sell	680 -10	-1%	-$2.95K	0.02%	451
2022 Q4	$146K	Buy	+690	New	+$138K	0.01%	519
2022 Q3	–	Sell	-727	Closed	-$172K	–	505
2022 Q2	$172K	Buy	+727	New	+$223K	0.01%	440

Other funds holding ALGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Cary Street Partners Investment Advisory's ALGN Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Align Technology (ALGN) in Q4 2023, closing a stake of 677 shares — an estimated $207K sold.

Cary Street Partners Investment Advisory first reported a position in ALGN in Q2 2022 and held it in 5 quarters. The position peaked at $237K in Q2 2023. 789 funds tracked by Wall St. Rank hold ALGN as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining Align Technology position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 677 Align Technology shares in Q4 2023, an estimated $207K.
Cary Street Partners Investment Advisory first reported a position in Align Technology in Q2 2022 and held it in 5 quarters.
Cary Street Partners Investment Advisory's Align Technology position peaked at $237K in Q2 2023.
789 funds tracked by Wall St. Rank held Align Technology as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.