Donoghue Forlines’s Align Technology ALGN Stock Holding History

Donoghue Forlines’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	–	Sell	-909	Closed	-$249K	–	219
2023 Q4	$249K	Buy	+909	New	+$215K	0.08%	202
2023 Q3	–	Sell	-1,267	Closed	-$448K	–	220
2023 Q2	$448K	Buy	+1,267	New	+$403K	0.14%	144
2022 Q1	–	Sell	-1,505	Closed	-$989K	–	258
2021 Q4	$989K	Sell	1,505 -1	-0.1%	-$643	0.17%	137
2021 Q3	$1M	Buy	1,506 +216	+17%	+$147K	0.19%	133
2021 Q2	$788K	Buy	+1,290	New	+$763K	0.15%	153
2020 Q1	–	Sell	-8,393	Closed	-$2.34M	–	66
2019 Q4	$2.34M	Buy	+8,393	New	+$2.09M	0.36%	78
2018 Q3	–	Sell	-6,465	Closed	-$2.21M	–	172
2018 Q2	$2.21M	Buy	+6,465	New	+$1.93M	0.18%	91
2018 Q1	–	Sell	-10,911	Closed	-$2.42M	–	144
2017 Q4	$2.42M	Buy	+10,911	New	+$2.48M	0.18%	110

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

Donoghue Forlines's ALGN Position: Q1 2024 in Review

Donoghue Forlines sold out of Align Technology (ALGN) in Q1 2024, closing a stake of 909 shares — an estimated $249K sold.

Donoghue Forlines first reported a position in ALGN in Q4 2017 and held it in 8 quarters. The position peaked at $2.42M in Q4 2017. 818 funds tracked by Wall St. Rank hold ALGN as of Q1 2024.

Donoghue Forlines reported no remaining Align Technology position as of Q1 2024 after selling out during the quarter.
Donoghue Forlines sold 909 Align Technology shares in Q1 2024, an estimated $249K.
Donoghue Forlines first reported a position in Align Technology in Q4 2017 and held it in 8 quarters.
Donoghue Forlines's Align Technology position peaked at $2.42M in Q4 2017.
818 funds tracked by Wall St. Rank held Align Technology as of Q1 2024.

Based on Donoghue Forlines's 13F filing for Q1 2024, filed 7 May 2024.