Credential Qtrade Securities’s Align Technology ALGN Stock Holding History

Credential Qtrade Securities’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 Q1	$7.87K	Hold	24	–	–	﹤0.01%	307
2023 Q4	$6.58K	Hold	24	–	–	﹤0.01%	301
2023 Q3	$7.33K	Hold	24	–	–	﹤0.01%	284
2023 Q2	$8.49K	Sell	24 -46	-66%	-$14.6K	﹤0.01%	291
2023 Q1	$23.4K	Buy	+70	New	+$20.7K	﹤0.01%	273
2022 Q4	–	Sell	-1,282	Closed	-$266K	–	340
2022 Q3	$266K	Buy	1,282 +42	+3%	+$10.8K	0.02%	200
2022 Q2	$293K	Sell	1,240 -416	-25%	-$128K	0.02%	206
2022 Q1	$722K	Buy	1,656 +714	+76%	+$348K	0.05%	159
2021 Q4	$619K	Buy	942 +43	+5%	+$27.6K	0.04%	178
2021 Q3	$598K	Buy	+899	New	+$611K	0.05%	162

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 $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

Credential Qtrade Securities's ALGN Position: Q1 2024 in Review

Credential Qtrade Securities held its Align Technology (ALGN) position steady in Q1 2024 at 24 shares worth $7.87K. The position accounts for ﹤0.01% of the portfolio, ranked #307.

Credential Qtrade Securities first reported a position in ALGN in Q3 2021 and has held it in 10 quarters since. The position peaked at $722K in Q1 2022. 818 funds tracked by Wall St. Rank hold ALGN as of Q1 2024.

Credential Qtrade Securities held 24 shares of Align Technology worth $7.87K as of Q1 2024.
Credential Qtrade Securities left its Align Technology share count unchanged in Q1 2024.
Align Technology made up ﹤0.01% of Credential Qtrade Securities's portfolio in Q1 2024, its #307 holding.
Credential Qtrade Securities first reported a position in Align Technology in Q3 2021 and has held it in 10 quarters since.
Credential Qtrade Securities's Align Technology position peaked at $722K in Q1 2022.
818 funds tracked by Wall St. Rank held Align Technology as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.