CWP
ALGN icon

Concord Wealth Partners’s Align Technology ALGN Stock Holding History

Concord Wealth Partners’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
-10
Closed -$3.05K – 812
2023
Q3 		$3.05K Hold
10
– – ﹤0.01% 801
2023
Q2 		$3.54K Hold
10
– – ﹤0.01% 773
2023
Q1 		$3.34K Hold
10
– – ﹤0.01% 734
2022
Q4 		$2.11K Buy
+10
New +$2K ﹤0.01% 926
2022
Q3 		– Sell
-26
Closed -$6K – 185
2022
Q2 		$6K Sell
26
-3
-10% -$922 ﹤0.01% 768
2022
Q1 		$13K Sell
29
-4
-12% -$1.95K ﹤0.01% 708
2021
Q4 		$22K Buy
33
+22
+200% +$14.1K 0.01% 622
2021
Q3 		$7K Sell
11
-18
-62% -$12.2K ﹤0.01% 521
2021
Q2 		$18K Sell
29
-2
-6% -$1.18K 0.01% 517
2021
Q1 		$17K Buy
+31
New +$17.1K 0.01% 495

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T 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