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Cetera Advisors’s Align Technology ALGN Stock Holding History

Cetera Advisors’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 		$337K Buy
+1,027
New +$301K ﹤0.01% 1862
2023
Q4 		– Sell
-694
Closed -$212K – 1793
2023
Q3 		$212K Sell
694
-11
-2% -$3.8K ﹤0.01% 1513
2023
Q2 		$249K Sell
705
-23
-3% -$7.32K ﹤0.01% 1396
2023
Q1 		$243K Buy
+728
New +$215K ﹤0.01% 1394
2022
Q4 		– Sell
-990
Closed – – 1608
2022
Q3 		$0 Buy
+990
New +$255K ﹤0.01% 1335
2022
Q2 		– Sell
-584
Closed -$255K – 1365
2022
Q1 		$255K Buy
584
+79
+16% +$38.5K 0.01% 1183
2021
Q4 		$332K Sell
505
-378
-43% -$243K 0.01% 1078
2021
Q3 		$588K Buy
883
+399
+82% +$271K 0.01% 816
2021
Q2 		$296K Sell
484
-40
-8% -$23.7K 0.01% 1051
2021
Q1 		$284K Sell
524
-9
-2% -$4.97K 0.01% 974
2020
Q4 		$285K Buy
+533
New +$240K 0.01% 842
2019
Q1 		– Sell
-1,388
Closed -$287K – 1229
2018
Q4 		$287K Sell
1,388
-1,902
-58% -$481K 0.02% 642
2018
Q3 		$1.29M Buy
3,290
+1,212
+58% +$447K 0.06% 286
2018
Q2 		$716K Sell
2,078
-250
-11% -$74.6K 0.04% 403
2018
Q1 		$588K Buy
2,328
+73
+3% +$18.7K 0.04% 433
2017
Q4 		$504K Sell
2,255
-255
-10% -$57.9K 0.03% 435
2017
Q3 		$466K Sell
2,510
-590
-19% -$101K 0.03% 483
2017
Q2 		$470K Buy
3,100
+25
+0.8% +$3.39K 0.03% 478
2017
Q1 		$354K Buy
+3,075
New +$311K 0.02% 534

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 $3.37T AUM 44.26% 1-Year Est. Return
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

Cetera Advisors's ALGN Position: Q1 2024 in Review

Cetera Advisors opened a new position in Align Technology (ALGN) in Q1 2024: 1,027 shares worth $337K. The stake represents ﹤0.01% of the portfolio and ranks #1862 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in ALGN as recently as Q3 2023.

Cetera Advisors first reported a position in ALGN in Q1 2017 and has held it in 19 quarters since. The position peaked at $1.29M in Q3 2018. 818 funds tracked by Wall St. Rank hold ALGN as of Q1 2024.

  • Cetera Advisors held 1,027 shares of Align Technology worth $337K as of Q1 2024.
  • Align Technology was a new Cetera Advisors position in Q1 2024.
  • Align Technology made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1862 holding.
  • Cetera Advisors first reported a position in Align Technology in Q1 2017 and has held it in 19 quarters since.
  • Cetera Advisors's Align Technology position peaked at $1.29M in Q3 2018.
  • 818 funds tracked by Wall St. Rank held Align Technology as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.