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Checchi Capital Advisers’s Align Technology ALGN Stock Holding History

Checchi Capital Advisers’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
Q2 		– Sell
-638
Closed -$209K – 565
2024
Q1 		$209K Buy
+638
New +$187K 0.02% 537
2023
Q4 		– Sell
-693
Closed -$212K – 556
2023
Q3 		$212K Sell
693
-20
-3% -$6.91K 0.02% 494
2023
Q2 		$252K Buy
713
+16
+2% +$5.09K 0.02% 477
2023
Q1 		$233K Buy
+697
New +$206K 0.02% 492
2022
Q3 		– Sell
-944
Closed -$265K – 550
2022
Q2 		$265K Buy
944
+161
+21% +$49.5K 0.02% 460
2022
Q1 		$341K Buy
783
+10
+1% +$4.87K 0.03% 369
2021
Q4 		$508K Buy
773
+18
+2% +$11.6K 0.04% 256
2021
Q3 		$502K Sell
755
-183
-20% -$124K 0.05% 246
2021
Q2 		$573K Buy
938
+12
+1% +$7.1K 0.06% 230
2021
Q1 		$501K Sell
926
-26
-3% -$14.4K 0.05% 245
2020
Q4 		$509K Buy
952
+17
+2% +$7.64K 0.05% 238
2020
Q3 		$306K Sell
935
-194
-17% -$59.2K 0.03% 299
2020
Q2 		$310K Buy
+1,129
New +$254K 0.04% 296
2020
Q1 		– Sell
-794
Closed -$222K – 398
2019
Q4 		$222K Buy
+794
New +$198K 0.03% 387
2018
Q4 		– Sell
-709
Closed -$277K – 379
2018
Q3 		$277K Buy
709
+32
+5% +$11.8K 0.03% 337
2018
Q2 		$232K Buy
+677
New +$202K 0.03% 347
2016
Q3 		– Sell
-586
Closed -$47K – 420
2016
Q2 		$47K Buy
586
+39
+7% +$2.98K 0.01% 865
2016
Q1 		$40K Buy
+547
New +$35.8K 0.01% 898

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
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
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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Checchi Capital Advisers's ALGN Position: Q2 2024 in Review

Checchi Capital Advisers sold out of Align Technology (ALGN) in Q2 2024, closing a stake of 638 shares — an estimated $209K sold.

Checchi Capital Advisers first reported a position in ALGN in Q1 2016 and held it in 18 quarters. The position peaked at $573K in Q2 2021. 768 funds tracked by Wall St. Rank hold ALGN as of Q2 2024.

  • Checchi Capital Advisers reported no remaining Align Technology position as of Q2 2024 after selling out during the quarter.
  • Checchi Capital Advisers sold 638 Align Technology shares in Q2 2024, an estimated $209K.
  • Checchi Capital Advisers first reported a position in Align Technology in Q1 2016 and held it in 18 quarters.
  • Checchi Capital Advisers's Align Technology position peaked at $573K in Q2 2021.
  • 768 funds tracked by Wall St. Rank held Align Technology as of Q2 2024.

Based on Checchi Capital Advisers's 13F filing for Q2 2024, filed 26 Jul 2024.