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Crewe Advisors’s Align Technology ALGN Stock Holding History

Crewe Advisors’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
Q3 		– Sell
-171
Closed -$41.3K – 726
2024
Q2 		$41.3K Buy
171
+46
+37% +$12.8K ﹤0.01% 403
2024
Q1 		$41K Buy
+125
New +$36.7K ﹤0.01% 387
2023
Q2 		– Sell
-178
Closed -$59.5K – 877
2023
Q1 		$59.5K Sell
178
-45
-20% -$13.3K 0.01% 293
2022
Q4 		$47K Sell
223
-57
-20% -$11.4K 0.01% 309
2022
Q3 		$58K Buy
280
+57
+26% +$14.7K 0.01% 300
2022
Q2 		$53K Buy
+223
New +$68.5K 0.01% 288
2018
Q4 		– Sell
-137
Closed -$54K – 227
2018
Q3 		$54K Hold
137
– – 0.05% 113
2018
Q2 		$47K Buy
+137
New +$40.9K 0.04% 125

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return