CWM
ALGN icon

Congress Wealth Management’s Align Technology ALGN Stock Holding History

Congress Wealth Management’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
-1,382
Closed -$422K – 608
2023
Q3 		$422K Sell
1,382
-157
-10% -$54.3K 0.01% 476
2023
Q2 		$544K Sell
1,539
-4
-0.3% -$1.27K 0.01% 404
2023
Q1 		$516K Buy
1,543
+4
+0.3% +$1.18K 0.01% 413
2022
Q4 		$325K Hold
1,539
– – 0.01% 464
2022
Q3 		$320K Hold
1,539
– – 0.01% 464
2022
Q2 		$364K Buy
1,539
+35
+2% +$10.8K 0.01% 443
2022
Q1 		$655K Sell
1,504
-259
-15% -$126K 0.01% 408
2021
Q4 		$1.16M Buy
+1,763
New +$1.13M 0.02% 356

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Congress Wealth Management's ALGN Position: Q4 2023 in Review

Congress Wealth Management sold out of Align Technology (ALGN) in Q4 2023, closing a stake of 1,382 shares — an estimated $422K sold.

Congress Wealth Management first reported a position in ALGN in Q4 2021 and held it in 8 quarters. The position peaked at $1.16M in Q4 2021. 789 funds tracked by Wall St. Rank hold ALGN as of Q4 2023.

  • Congress Wealth Management reported no remaining Align Technology position as of Q4 2023 after selling out during the quarter.
  • Congress Wealth Management sold 1,382 Align Technology shares in Q4 2023, an estimated $422K.
  • Congress Wealth Management first reported a position in Align Technology in Q4 2021 and held it in 8 quarters.
  • Congress Wealth Management's Align Technology position peaked at $1.16M in Q4 2021.
  • 789 funds tracked by Wall St. Rank held Align Technology as of Q4 2023.

Based on Congress Wealth Management's 13F filing for Q4 2023, filed 9 Feb 2024.