EWM
ALGN icon

Evermay Wealth Management’s Align Technology ALGN Stock Holding History

Evermay 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
2024
Q3 		– Sell
-120
Closed -$29K – 591
2024
Q2 		$29K Hold
120
– – ﹤0.01% 383
2024
Q1 		$39.4K Sell
120
-1
-0.8% -$293 0.01% 368
2023
Q4 		$33.2K Buy
121
+1
+0.8% +$237 0.01% 361
2023
Q3 		$36.6K Hold
120
– – 0.01% 328
2023
Q2 		$42.4K Buy
+120
New +$38.2K 0.01% 319
2021
Q3 		– Sell
-200
Closed -$122K – 452
2021
Q2 		$122K Buy
+200
New +$118K 0.02% 209

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Evermay Wealth Management's ALGN Position: Q3 2024 in Review

Evermay Wealth Management sold out of Align Technology (ALGN) in Q3 2024, closing a stake of 120 shares — an estimated $29K sold.

Evermay Wealth Management first reported a position in ALGN in Q2 2021 and held it in 6 quarters. The position peaked at $122K in Q2 2021. 734 funds tracked by Wall St. Rank hold ALGN as of Q3 2024.

  • Evermay Wealth Management reported no remaining Align Technology position as of Q3 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 120 Align Technology shares in Q3 2024, an estimated $29K.
  • Evermay Wealth Management first reported a position in Align Technology in Q2 2021 and held it in 6 quarters.
  • Evermay Wealth Management's Align Technology position peaked at $122K in Q2 2021.
  • 734 funds tracked by Wall St. Rank held Align Technology as of Q3 2024.

Based on Evermay Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.