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Drive Wealth Management’s Align Technology ALGN Stock Holding History

Drive Wealth Management’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
Q3 		– Sell
-718
Closed -$254K – 282
2023
Q2 		$254K Sell
718
-76
-10% -$24.2K 0.09% 205
2023
Q1 		$265K Buy
+794
New +$234K 0.11% 198
2022
Q2 		– Sell
-461
Closed -$201K – 170
2022
Q1 		$201K Buy
461
+100
+28% +$48.7K 0.17% 149
2021
Q4 		$237K Buy
+361
New +$232K 0.21% 126

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Drive Wealth Management's ALGN Position: Q3 2023 in Review

Drive Wealth Management sold out of Align Technology (ALGN) in Q3 2023, closing a stake of 718 shares — an estimated $254K sold.

Drive Wealth Management first reported a position in ALGN in Q4 2021 and held it in 4 quarters. The position peaked at $265K in Q1 2023. 808 funds tracked by Wall St. Rank hold ALGN as of Q3 2023.

  • Drive Wealth Management reported no remaining Align Technology position as of Q3 2023 after selling out during the quarter.
  • Drive Wealth Management sold 718 Align Technology shares in Q3 2023, an estimated $254K.
  • Drive Wealth Management first reported a position in Align Technology in Q4 2021 and held it in 4 quarters.
  • Drive Wealth Management's Align Technology position peaked at $265K in Q1 2023.
  • 808 funds tracked by Wall St. Rank held Align Technology as of Q3 2023.

Based on Drive Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.