EWM
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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

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State Street
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Wellington Management Group
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return