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Fairhaven Wealth Management’s Align Technology ALGN Stock Holding History

Fairhaven 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
Q2 		– Sell
-835
Closed -$274K – 122
2024
Q1 		$274K Hold
835
– – 0.09% 94
2023
Q4 		$229K Buy
+835
New +$198K 0.08% 96

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
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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fairhaven Wealth Management's ALGN Position: Q2 2024 in Review

Fairhaven Wealth Management sold out of Align Technology (ALGN) in Q2 2024, closing a stake of 835 shares — an estimated $274K sold.

Fairhaven Wealth Management first reported a position in ALGN in Q4 2023 and held it in 2 quarters. The position peaked at $274K in Q1 2024. 768 funds tracked by Wall St. Rank hold ALGN as of Q2 2024.

  • Fairhaven Wealth Management reported no remaining Align Technology position as of Q2 2024 after selling out during the quarter.
  • Fairhaven Wealth Management sold 835 Align Technology shares in Q2 2024, an estimated $274K.
  • Fairhaven Wealth Management first reported a position in Align Technology in Q4 2023 and held it in 2 quarters.
  • Fairhaven Wealth Management's Align Technology position peaked at $274K in Q1 2024.
  • 768 funds tracked by Wall St. Rank held Align Technology as of Q2 2024.

Based on Fairhaven Wealth Management's 13F filing for Q2 2024, filed 1 Aug 2024.