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Cassady Schiller Wealth Management’s Align Technology ALGN Stock Holding History

Cassady Schiller Wealth Management’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
Q4 		$626 Buy
+3
New +$670 ﹤0.01% 908
2022
Q1 		– Sell
-2
Closed -$1K – 127
2021
Q4 		$1K Buy
+2
New +$1.29K ﹤0.01% 422

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Cassady Schiller Wealth Management's ALGN Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Align Technology (ALGN) in Q4 2024: 3 shares worth $626. The stake represents ﹤0.01% of the portfolio and ranks #908 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in ALGN as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in ALGN in Q4 2021 and has held it in 2 quarters since. The position peaked at $1K in Q4 2021. 722 funds tracked by Wall St. Rank hold ALGN as of Q4 2024.

  • Cassady Schiller Wealth Management held 3 shares of Align Technology worth $626 as of Q4 2024.
  • Align Technology was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Align Technology made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #908 holding.
  • Cassady Schiller Wealth Management first reported a position in Align Technology in Q4 2021 and has held it in 2 quarters since.
  • Cassady Schiller Wealth Management's Align Technology position peaked at $1K in Q4 2021.
  • 722 funds tracked by Wall St. Rank held Align Technology as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.