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Copperwynd Financial’s Align Technology ALGN Stock Holding History

Copperwynd Financial’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
2024
Q2 		– Sell
-2,527
Closed -$829K – 148
2024
Q1 		$829K Buy
2,527
+267
+12% +$78.3K 0.3% 57
2023
Q4 		$619K Buy
2,260
+804
+55% +$191K 0.25% 83
2023
Q3 		$445K Sell
1,456
-160
-10% -$55.3K 0.21% 94
2023
Q2 		$571K Buy
1,616
+14
+0.9% +$4.46K 0.27% 89
2023
Q1 		$535K Buy
1,602
+335
+26% +$98.8K 0.27% 90
2022
Q4 		$267K Sell
1,267
-47
-4% -$9.41K 0.15% 114
2022
Q3 		$272K Buy
1,314
+91
+7% +$23.4K 0.16% 106
2022
Q2 		$289K Sell
1,223
-96
-7% -$29.5K 0.17% 105
2022
Q1 		$575K Buy
1,319
+138
+12% +$67.2K 0.24% 97
2021
Q4 		$776K Buy
1,181
+115
+11% +$73.9K 0.29% 60
2021
Q3 		$709K Buy
1,066
+87
+9% +$59.1K 0.29% 60
2021
Q2 		$598K Buy
979
+13
+1% +$7.69K 0.25% 74
2021
Q1 		$523K Sell
966
-111
-10% -$61.4K 0.24% 74
2020
Q4 		$576K Sell
1,077
-20,183
-95% -$9.07M 0.28% 59
2020
Q3 		$6.96M Buy
21,260
+20,372
+2,294% +$6.22M 3.7% 12
2020
Q2 		$244K Buy
+888
New +$200K 0.14% 92
2018
Q4 		– Sell
-19,965
Closed -$7.81M – 92
2018
Q3 		$7.81M Sell
19,965
-871
-4% -$321K 4.73% 7
2018
Q2 		$7.13M Sell
20,836
-2,933
-12% -$875K 5.01% 8
2018
Q1 		$5.97M Buy
+23,769
New +$6.1M 4.09% 7

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 $3.37T AUM 44.26% 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
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Copperwynd Financial's ALGN Position: Q2 2024 in Review

Copperwynd Financial sold out of Align Technology (ALGN) in Q2 2024, closing a stake of 2,527 shares — an estimated $829K sold.

Copperwynd Financial first reported a position in ALGN in Q1 2018 and held it in 19 quarters. The position peaked at $7.81M in Q3 2018. 768 funds tracked by Wall St. Rank hold ALGN as of Q2 2024.

  • Copperwynd Financial reported no remaining Align Technology position as of Q2 2024 after selling out during the quarter.
  • Copperwynd Financial sold 2,527 Align Technology shares in Q2 2024, an estimated $829K.
  • Copperwynd Financial first reported a position in Align Technology in Q1 2018 and held it in 19 quarters.
  • Copperwynd Financial's Align Technology position peaked at $7.81M in Q3 2018.
  • 768 funds tracked by Wall St. Rank held Align Technology as of Q2 2024.

Based on Copperwynd Financial's 13F filing for Q2 2024, filed 15 Aug 2024.