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FGAM
Financial Gravity Asset Management’s
Align Technology
ALGN
Stock Holding History
Financial Gravity Asset Management’s Portfolio
ALGN Stock Details
ALGN Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q1
–
Hold
0
–
–
–
1682
2023
Q3
–
Sell
-354
Closed
-$143
–
1251
2023
Q2
$143
Buy
+354
New
+$113K
﹤0.01%
1243
2023
Q1
–
Sell
-211
Closed
-$85
–
1136
2022
Q4
$85
Buy
+211
New
+$42.2K
﹤0.01%
1136
2022
Q2
–
Sell
-436
Closed
-$2
–
735
2022
Q1
$2
Sell
436
-221
-34%
-$108K
﹤0.01%
858
2021
Q4
$4
Buy
657
+653
+16,325%
+$420K
﹤0.01%
906
2021
Q3
$665K
Buy
+4
New
+$2.72K
0.31%
57
2021
Q2
–
Sell
-6
Closed
-$3.55K
–
74
2021
Q1
$3.02K
Buy
6
+2
+50%
+$1.11K
0.06%
197
2020
Q4
$2K
Buy
+4
New
+$1.8K
﹤0.01%
298
2019
Q4
–
Sell
-44
Closed
-$8K
–
1373
2019
Q3
$8K
Sell
44
-61
-58%
-$12.7K
0.01%
628
2019
Q2
$29K
Sell
105
-86
-45%
-$26K
0.02%
420
2019
Q1
$54K
Buy
+191
New
+$45.6K
0.04%
294
2018
Q3
$0
Hold
1
–
–
﹤0.01%
1370
2018
Q2
$0
Buy
+1
New
+$298
﹤0.01%
1395
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1-Year Est. Return
AllianceBernstein
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$309B AUM
23.92%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
Sands Capital Management
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$25.5B AUM
26.46%
1-Year Est. Return
Capital World Investors
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$733B AUM
35.63%
1-Year Est. Return
Brown Advisory
Baltimore, Maryland
$60.9B AUM
15.24%
1-Year Est. Return
Polen Capital Management
Boca Raton, Florida
$14.5B AUM
5.7%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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