Delos Wealth Advisors’s Align Technology ALGN Stock Holding History

Delos Wealth 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
2023 Q1	–	Sell	-13	Closed	-$2.74K	–	393
2022 Q4	$2.74K	Hold	13	–	–	﹤0.01%	190
2022 Q3	$3K	Hold	13	–	–	﹤0.01%	179
2022 Q2	$3K	Hold	13	–	–	﹤0.01%	180
2022 Q1	$6K	Hold	13	–	–	0.01%	189
2021 Q4	$9K	Hold	13	–	–	0.01%	222
2021 Q3	$9K	Hold	13	–	–	0.01%	101
2021 Q2	$8K	Buy	+13	New	+$7.69K	0.01%	104

Other funds holding ALGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Delos Wealth Advisors's ALGN Position: Q1 2023 in Review

Delos Wealth Advisors sold out of Align Technology (ALGN) in Q1 2023, closing a stake of 13 shares — an estimated $2.74K sold.

Delos Wealth Advisors first reported a position in ALGN in Q2 2021 and held it in 7 quarters. The position peaked at $9K in Q4 2021. 769 funds tracked by Wall St. Rank hold ALGN as of Q1 2023.

Delos Wealth Advisors reported no remaining Align Technology position as of Q1 2023 after selling out during the quarter.
Delos Wealth Advisors sold 13 Align Technology shares in Q1 2023, an estimated $2.74K.
Delos Wealth Advisors first reported a position in Align Technology in Q2 2021 and held it in 7 quarters.
Delos Wealth Advisors's Align Technology position peaked at $9K in Q4 2021.
769 funds tracked by Wall St. Rank held Align Technology as of Q1 2023.

Based on Delos Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.