Connecticut Wealth Management’s Align Technology ALGN Stock Holding History

Connecticut 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	-851	Closed	-$260K	–	323
2023 Q3	$260K	Buy	851 +6	+0.7%	+$2.07K	0.02%	250
2023 Q2	$299K	Hold	845	–	–	0.02%	207
2023 Q1	$282K	Buy	+845	New	+$249K	0.02%	203
2022 Q1	–	Sell	-382	Closed	-$251K	–	192
2021 Q4	$251K	Sell	382 -6	-2%	-$3.86K	0.02%	178
2021 Q3	$258K	Buy	388 +34	+10%	+$23.1K	0.02%	171
2021 Q2	$216K	Sell	354 -40	-10%	-$23.7K	0.02%	184
2021 Q1	$213K	Hold	394	–	–	0.02%	164
2020 Q4	$211K	Buy	+394	New	+$177K	0.02%	180

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

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

Connecticut Wealth Management sold out of Align Technology (ALGN) in Q4 2023, closing a stake of 851 shares — an estimated $260K sold.

Connecticut Wealth Management first reported a position in ALGN in Q4 2020 and held it in 8 quarters. The position peaked at $299K in Q2 2023. 789 funds tracked by Wall St. Rank hold ALGN as of Q4 2023.

Connecticut Wealth Management reported no remaining Align Technology position as of Q4 2023 after selling out during the quarter.
Connecticut Wealth Management sold 851 Align Technology shares in Q4 2023, an estimated $260K.
Connecticut Wealth Management first reported a position in Align Technology in Q4 2020 and held it in 8 quarters.
Connecticut Wealth Management's Align Technology position peaked at $299K in Q2 2023.
789 funds tracked by Wall St. Rank held Align Technology as of Q4 2023.

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