EI
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Ellevest Inc’s Align Technology ALGN Stock Holding History

Ellevest Inc’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
-869
Closed -$285K – 406
2024
Q1 		$285K Buy
+869
New +$255K 0.02% 320
2023
Q4 		– Sell
-1,392
Closed -$425K – 390
2023
Q3 		$425K Sell
1,392
-59
-4% -$20.4K 0.03% 187
2023
Q2 		$513K Buy
1,451
+234
+19% +$74.5K 0.04% 153
2023
Q1 		$407K Buy
1,217
+446
+58% +$132K 0.03% 177
2022
Q4 		$163K Buy
771
+574
+291% +$115K 0.01% 339
2022
Q3 		$41K Sell
197
-202
-51% -$52K ﹤0.01% 633
2022
Q2 		$94K Buy
399
+246
+161% +$75.6K 0.01% 425
2022
Q1 		$67K Sell
153
-10
-6% -$4.87K 0.01% 472
2021
Q4 		$107K Buy
163
+42
+35% +$27K 0.01% 377
2021
Q3 		$81K Buy
121
+77
+175% +$52.3K 0.01% 398
2021
Q2 		$27K Sell
44
-377
-90% -$223K ﹤0.01% 586
2021
Q1 		$228K Buy
421
+18
+4% +$9.95K 0.03% 195
2020
Q4 		$215K Buy
403
+286
+244% +$129K 0.03% 153
2020
Q3 		$38K Buy
117
+74
+172% +$22.6K 0.01% 420
2020
Q2 		$12K Buy
43
+2
+5% +$450 ﹤0.01% 575
2020
Q1 		$7K Sell
41
-78
-66% -$18.7K ﹤0.01% 598
2019
Q4 		$33K Buy
119
+41
+53% +$10.2K 0.01% 289
2019
Q3 		$14K Sell
78
-8
-9% -$1.66K ﹤0.01% 197
2019
Q2 		$24K Buy
+86
New +$26K 0.01% 183

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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