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Cedar Wealth Management’s Align Technology ALGN Stock Holding History

Cedar 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
Q3 		– Sell
-70
Closed -$16.9K – 265
2024
Q2 		$16.9K Hold
70
– – 0.01% 209
2024
Q1 		$23K Hold
70
– – 0.01% 204
2023
Q4 		$19.2K Buy
70
+10
+17% +$2.37K 0.01% 199
2023
Q3 		$18.3K Hold
60
– – 0.01% 205
2023
Q2 		$21.2K Buy
60
+10
+20% +$3.18K 0.01% 206
2023
Q1 		$16.7K Hold
50
– – 0.01% 212
2022
Q4 		$10.5K Hold
50
– – 0.01% 226
2022
Q3 		$10K Hold
50
– – 0.01% 253
2022
Q2 		$12K Buy
50
+9
+22% +$2.77K 0.01% 256
2022
Q1 		$18K Buy
+41
New +$20K 0.01% 254

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 $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cedar Wealth Management's ALGN Position: Q3 2024 in Review

Cedar Wealth Management sold out of Align Technology (ALGN) in Q3 2024, closing a stake of 70 shares — an estimated $16.9K sold.

Cedar Wealth Management first reported a position in ALGN in Q1 2022 and held it in 10 quarters. The position peaked at $23K in Q1 2024. 734 funds tracked by Wall St. Rank hold ALGN as of Q3 2024.

  • Cedar Wealth Management reported no remaining Align Technology position as of Q3 2024 after selling out during the quarter.
  • Cedar Wealth Management sold 70 Align Technology shares in Q3 2024, an estimated $16.9K.
  • Cedar Wealth Management first reported a position in Align Technology in Q1 2022 and held it in 10 quarters.
  • Cedar Wealth Management's Align Technology position peaked at $23K in Q1 2024.
  • 734 funds tracked by Wall St. Rank held Align Technology as of Q3 2024.

Based on Cedar Wealth Management's 13F filing for Q3 2024, filed 8 Nov 2024.