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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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

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

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

Concord Wealth Partners's ALGN Position: Q4 2023 in Review

Concord Wealth Partners sold out of Align Technology (ALGN) in Q4 2023, closing a stake of 10 shares — an estimated $3.05K sold.

Concord Wealth Partners first reported a position in ALGN in Q1 2021 and held it in 10 quarters. The position peaked at $22K in Q4 2021. 789 funds tracked by Wall St. Rank hold ALGN as of Q4 2023.

Concord Wealth Partners reported no remaining Align Technology position as of Q4 2023 after selling out during the quarter.
Concord Wealth Partners sold 10 Align Technology shares in Q4 2023, an estimated $3.05K.
Concord Wealth Partners first reported a position in Align Technology in Q1 2021 and held it in 10 quarters.
Concord Wealth Partners's Align Technology position peaked at $22K in Q4 2021.
789 funds tracked by Wall St. Rank held Align Technology as of Q4 2023.

Based on Concord Wealth Partners's 13F filing for Q4 2023, filed 6 Feb 2024.