Fiduciary Alliance’s Align Technology ALGN Stock Holding History

Fiduciary Alliance’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 Q1	–	Sell	-40	Closed	-$8.44K	–	163
2022 Q4	$8.44K	Buy	+40	New	+$8.01K	﹤0.01%	441

Other funds holding ALGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fiduciary Alliance's ALGN Position: Q1 2023 in Review

Fiduciary Alliance sold out of Align Technology (ALGN) in Q1 2023, closing a stake of 40 shares — an estimated $8.44K sold.

Fiduciary Alliance first reported a position in ALGN in Q4 2022 and held it in 1 quarter. The position peaked at $8.44K in Q4 2022. 769 funds tracked by Wall St. Rank hold ALGN as of Q1 2023.

Fiduciary Alliance reported no remaining Align Technology position as of Q1 2023 after selling out during the quarter.
Fiduciary Alliance sold 40 Align Technology shares in Q1 2023, an estimated $8.44K.
Fiduciary Alliance first reported a position in Align Technology in Q4 2022 and held it in 1 quarter.
Fiduciary Alliance's Align Technology position peaked at $8.44K in Q4 2022.
769 funds tracked by Wall St. Rank held Align Technology as of Q1 2023.

Based on Fiduciary Alliance's 13F filing for Q1 2023, filed 18 Apr 2023.