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Diversify Advisory Services’s Align Technology ALGN Stock Holding History

Diversify Advisory Services’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
-1,301
Closed -$416K – 633
2024
Q1 		$416K Buy
+1,301
New +$382K 0.02% 465

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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

Diversify Advisory Services's ALGN Position: Q2 2024 in Review

Diversify Advisory Services sold out of Align Technology (ALGN) in Q2 2024, closing a stake of 1,301 shares — an estimated $416K sold.

Diversify Advisory Services first reported a position in ALGN in Q1 2024 and held it in 1 quarter. The position peaked at $416K in Q1 2024. 767 funds tracked by Wall St. Rank hold ALGN as of Q2 2024.

  • Diversify Advisory Services reported no remaining Align Technology position as of Q2 2024 after selling out during the quarter.
  • Diversify Advisory Services sold 1,301 Align Technology shares in Q2 2024, an estimated $416K.
  • Diversify Advisory Services first reported a position in Align Technology in Q1 2024 and held it in 1 quarter.
  • Diversify Advisory Services's Align Technology position peaked at $416K in Q1 2024.
  • 767 funds tracked by Wall St. Rank held Align Technology as of Q2 2024.

Based on Diversify Advisory Services's 13F filing for Q2 2024, filed 12 Jul 2024.