CM Wealth Advisors’s Align Technology ALGN Stock Holding History

CM Wealth 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 Q3	–	Sell	-1,391	Closed	-$531K	–	82
2023 Q2	$531K	Buy	+1,391	New	+$443K	0.17%	63

Other funds holding ALGN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

CM Wealth Advisors's ALGN Position: Q3 2023 in Review

CM Wealth Advisors sold out of Align Technology (ALGN) in Q3 2023, closing a stake of 1,391 shares — an estimated $531K sold.

CM Wealth Advisors first reported a position in ALGN in Q2 2023 and held it in 1 quarter. The position peaked at $531K in Q2 2023. 808 funds tracked by Wall St. Rank hold ALGN as of Q3 2023.

CM Wealth Advisors reported no remaining Align Technology position as of Q3 2023 after selling out during the quarter.
CM Wealth Advisors sold 1,391 Align Technology shares in Q3 2023, an estimated $531K.
CM Wealth Advisors first reported a position in Align Technology in Q2 2023 and held it in 1 quarter.
CM Wealth Advisors's Align Technology position peaked at $531K in Q2 2023.
808 funds tracked by Wall St. Rank held Align Technology as of Q3 2023.

Based on CM Wealth Advisors's 13F filing for Q3 2023, filed 16 Nov 2023.