Empirical Wealth Management’s Align Technology ALGN Stock Holding History

Empirical 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
2022 Q4	–	Sell	-1,176	Closed	-$244K	–	460
2022 Q3	$244K	Buy	1,176 +22	+2%	+$5.66K	0.01%	414
2022 Q2	$273K	Sell	1,154 -4	-0.3%	-$1.23K	0.01%	402
2022 Q1	$505K	Sell	1,158 -18	-2%	-$8.76K	0.03%	329
2021 Q4	$773K	Hold	1,176	–	–	0.04%	263
2021 Q3	$783K	Buy	+1,176	New	+$799K	0.04%	228
2019 Q3	–	Sell	-1,015	Closed	-$278K	–	286
2019 Q2	$278K	Buy	1,015 +215	+27%	+$64.9K	0.04%	212
2019 Q1	$227K	Buy	+800	New	+$191K	0.03%	218
2018 Q4	–	Sell	-800	Closed	-$313K	–	201
2018 Q3	$313K	Hold	800	–	–	0.06%	161
2018 Q2	$274K	Hold	800	–	–	0.05%	157
2018 Q1	$201K	Buy	+800	New	+$205K	0.04%	165

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Empirical Wealth Management's ALGN Position: Q4 2022 in Review

Empirical Wealth Management sold out of Align Technology (ALGN) in Q4 2022, closing a stake of 1,176 shares — an estimated $244K sold.

Empirical Wealth Management first reported a position in ALGN in Q1 2018 and held it in 10 quarters. The position peaked at $783K in Q3 2021. 710 funds tracked by Wall St. Rank hold ALGN as of Q4 2022.

Empirical Wealth Management reported no remaining Align Technology position as of Q4 2022 after selling out during the quarter.
Empirical Wealth Management sold 1,176 Align Technology shares in Q4 2022, an estimated $244K.
Empirical Wealth Management first reported a position in Align Technology in Q1 2018 and held it in 10 quarters.
Empirical Wealth Management's Align Technology position peaked at $783K in Q3 2021.
710 funds tracked by Wall St. Rank held Align Technology as of Q4 2022.

Based on Empirical Wealth Management's 13F filing for Q4 2022, filed 8 Feb 2023.