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Delap Wealth Advisory’s Align Technology ALGN Stock Holding History

Delap Wealth Advisory’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
-631
Closed -$207K – 126
2024
Q1 		$207K Buy
+631
New +$185K 0.08% 238

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Delap Wealth Advisory's ALGN Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Align Technology (ALGN) in Q2 2024, closing a stake of 631 shares — an estimated $207K sold.

Delap Wealth Advisory first reported a position in ALGN in Q1 2024 and held it in 1 quarter. The position peaked at $207K in Q1 2024. 767 funds tracked by Wall St. Rank hold ALGN as of Q2 2024.

  • Delap Wealth Advisory reported no remaining Align Technology position as of Q2 2024 after selling out during the quarter.
  • Delap Wealth Advisory sold 631 Align Technology shares in Q2 2024, an estimated $207K.
  • Delap Wealth Advisory first reported a position in Align Technology in Q1 2024 and held it in 1 quarter.
  • Delap Wealth Advisory's Align Technology position peaked at $207K in Q1 2024.
  • 767 funds tracked by Wall St. Rank held Align Technology as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.