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F/M Investments’s Align Technology ALGN Stock Holding History

F/M Investments’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
Q4 		– Sell
-6,287
Closed -$1.92M – 90
2023
Q3 		$1.92M Buy
6,287
+1,744
+38% +$603K 1.43% 23
2023
Q2 		$1.61M Buy
4,543
+2,027
+81% +$645K 1.18% 31
2023
Q1 		$841K Buy
+2,516
New +$742K 0.85% 33

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

F/M Investments's ALGN Position: Q4 2023 in Review

F/M Investments sold out of Align Technology (ALGN) in Q4 2023, closing a stake of 6,287 shares — an estimated $1.92M sold.

F/M Investments first reported a position in ALGN in Q1 2023 and held it in 3 quarters. The position peaked at $1.92M in Q3 2023. 788 funds tracked by Wall St. Rank hold ALGN as of Q4 2023.

  • F/M Investments reported no remaining Align Technology position as of Q4 2023 after selling out during the quarter.
  • F/M Investments sold 6,287 Align Technology shares in Q4 2023, an estimated $1.92M.
  • F/M Investments first reported a position in Align Technology in Q1 2023 and held it in 3 quarters.
  • F/M Investments's Align Technology position peaked at $1.92M in Q3 2023.
  • 788 funds tracked by Wall St. Rank held Align Technology as of Q4 2023.

Based on F/M Investments's 13F filing for Q4 2023, filed 1 Feb 2024.