Claris Advisors’s Align Technology ALGN Stock Holding History

Claris 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 Q4	–	Sell	-151	Closed	-$38.4K	–	111
2024 Q3	$38.4K	Buy	+151	New	+$35.6K	0.02%	142

Other funds holding ALGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Claris Advisors's ALGN Position: Q4 2024 in Review

Claris Advisors sold out of Align Technology (ALGN) in Q4 2024, closing a stake of 151 shares — an estimated $38.4K sold.

Claris Advisors first reported a position in ALGN in Q3 2024 and held it in 1 quarter. The position peaked at $38.4K in Q3 2024. 722 funds tracked by Wall St. Rank hold ALGN as of Q4 2024.

Claris Advisors reported no remaining Align Technology position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 151 Align Technology shares in Q4 2024, an estimated $38.4K.
Claris Advisors first reported a position in Align Technology in Q3 2024 and held it in 1 quarter.
Claris Advisors's Align Technology position peaked at $38.4K in Q3 2024.
722 funds tracked by Wall St. Rank held Align Technology as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.