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Ethos Financial Group’s Align Technology ALGN Stock Holding History

Ethos Financial Group’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
-1,059
Closed -$354K – 181
2023
Q2 		$354K Hold
1,059
– – 0.12% 93
2023
Q1 		$354K Buy
+1,059
New +$312K 0.11% 110

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

Ethos Financial Group's ALGN Position: Q3 2023 in Review

Ethos Financial Group sold out of Align Technology (ALGN) in Q3 2023, closing a stake of 1,059 shares — an estimated $354K sold.

Ethos Financial Group first reported a position in ALGN in Q1 2023 and held it in 2 quarters. The position peaked at $354K in Q2 2023. 808 funds tracked by Wall St. Rank hold ALGN as of Q3 2023.

  • Ethos Financial Group reported no remaining Align Technology position as of Q3 2023 after selling out during the quarter.
  • Ethos Financial Group sold 1,059 Align Technology shares in Q3 2023, an estimated $354K.
  • Ethos Financial Group first reported a position in Align Technology in Q1 2023 and held it in 2 quarters.
  • Ethos Financial Group's Align Technology position peaked at $354K in Q2 2023.
  • 808 funds tracked by Wall St. Rank held Align Technology as of Q3 2023.

Based on Ethos Financial Group's 13F filing for Q3 2023, filed 13 Nov 2023.