FineMark National Bank & Trust
ALGN icon

FineMark National Bank & Trust’s Align Technology ALGN Stock Holding History

FineMark National Bank & Trust’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
Q3 		– Sell
-1,304
Closed -$461K – 416
2023
Q2 		$461K Buy
+1,304
New +$415K 0.02% 290
2022
Q2 		– Sell
-503
Closed -$219K – 421
2022
Q1 		$219K Buy
503
+1
+0.2% +$487 0.01% 416
2021
Q4 		$330K Buy
502
+2
+0.4% +$1.29K 0.01% 364
2021
Q3 		$333K Hold
500
– – 0.01% 341
2021
Q2 		$306K Hold
500
– – 0.01% 365
2021
Q1 		$271K Sell
500
-3
-0.6% -$1.66K 0.01% 377
2020
Q4 		$269K Buy
+503
New +$226K 0.01% 352
2017
Q1 		– Sell
-595
Closed -$58K – 394
2016
Q4 		$58K Hold
595
– – ﹤0.01% 593
2016
Q3 		$55K Hold
595
– – 0.01% 581
2016
Q2 		$48K Sell
595
-466
-44% -$35.6K 0.01% 603
2016
Q1 		$77K Buy
1,061
+341
+47% +$22.3K 0.01% 474
2015
Q4 		$48K Sell
720
-2
-0.3% -$128 0.01% 602
2015
Q3 		$41K Sell
722
-127
-15% -$7.57K 0.01% 673
2015
Q2 		$53K Sell
849
-57
-6% -$3.37K 0.01% 637
2015
Q1 		$49K Buy
906
+410
+83% +$23.4K 0.01% 675
2014
Q4 		$28K Buy
496
+12
+2% +$635 ﹤0.01% 823
2014
Q3 		$25K Buy
484
+457
+1,693% +$24.9K ﹤0.01% 828
2014
Q2 		$2K Buy
+27
New +$1.41K ﹤0.01% 1270

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

FineMark National Bank & Trust's ALGN Position: Q3 2023 in Review

FineMark National Bank & Trust sold out of Align Technology (ALGN) in Q3 2023, closing a stake of 1,304 shares — an estimated $461K sold.

FineMark National Bank & Trust first reported a position in ALGN in Q2 2014 and held it in 18 quarters. The position peaked at $461K in Q2 2023. 808 funds tracked by Wall St. Rank hold ALGN as of Q3 2023.

  • FineMark National Bank & Trust reported no remaining Align Technology position as of Q3 2023 after selling out during the quarter.
  • FineMark National Bank & Trust sold 1,304 Align Technology shares in Q3 2023, an estimated $461K.
  • FineMark National Bank & Trust first reported a position in Align Technology in Q2 2014 and held it in 18 quarters.
  • FineMark National Bank & Trust's Align Technology position peaked at $461K in Q2 2023.
  • 808 funds tracked by Wall St. Rank held Align Technology as of Q3 2023.

Based on FineMark National Bank & Trust's 13F filing for Q3 2023, filed 13 Nov 2023.