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Choate Investment Advisors’s Align Technology ALGN Stock Holding History

Choate Investment 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
2023
Q4 		– Sell
-2,019
Closed -$616K – 381
2023
Q3 		$616K Buy
+2,019
New +$698K 0.02% 223

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Choate Investment Advisors's ALGN Position: Q4 2023 in Review

Choate Investment Advisors sold out of Align Technology (ALGN) in Q4 2023, closing a stake of 2,019 shares — an estimated $616K sold.

Choate Investment Advisors first reported a position in ALGN in Q3 2023 and held it in 1 quarter. The position peaked at $616K in Q3 2023. 788 funds tracked by Wall St. Rank hold ALGN as of Q4 2023.

  • Choate Investment Advisors reported no remaining Align Technology position as of Q4 2023 after selling out during the quarter.
  • Choate Investment Advisors sold 2,019 Align Technology shares in Q4 2023, an estimated $616K.
  • Choate Investment Advisors first reported a position in Align Technology in Q3 2023 and held it in 1 quarter.
  • Choate Investment Advisors's Align Technology position peaked at $616K in Q3 2023.
  • 788 funds tracked by Wall St. Rank held Align Technology as of Q4 2023.

Based on Choate Investment Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.