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Foresight Wealth Management’s Align Technology ALGN Stock Holding History

Foresight 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
2022
Q4 		– Sell
-1,829
Closed -$379K – 20
2022
Q3 		$379K Buy
1,829
+152
+9% +$39.1K 0.09% 74
2022
Q2 		$397K Buy
1,677
+219
+15% +$67.3K 0.08% 74
2022
Q1 		$636K Sell
1,458
-5
-0.3% -$2.43K 0.12% 64
2021
Q4 		$961K Buy
1,463
+23
+2% +$14.8K 0.01% 46
2021
Q3 		$958K Sell
1,440
-83
-5% -$56.4K 0.19% 39
2021
Q2 		$931K Sell
1,523
-5
-0.3% -$2.96K 0.21% 44
2021
Q1 		$827K Sell
1,528
-82
-5% -$45.3K 0.21% 45
2020
Q4 		$860K Sell
1,610
-457
-22% -$205K 0.23% 45
2020
Q3 		$677K Buy
2,067
+194
+10% +$59.2K 0.23% 51
2020
Q2 		$514K Buy
1,873
+251
+15% +$56.5K 0.23% 56
2020
Q1 		$282K Buy
1,622
+378
+30% +$90.5K 0.19% 69
2019
Q4 		$347K Buy
1,244
+57
+5% +$14.2K 0.21% 64
2019
Q3 		$215K Buy
1,187
+147
+14% +$30.6K 0.16% 92
2019
Q2 		$285K Buy
1,040
+54
+5% +$16.3K 0.22% 73
2019
Q1 		$280K Buy
+986
New +$235K 0.24% 72

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Foresight Wealth Management's ALGN Position: Q4 2022 in Review

Foresight Wealth Management sold out of Align Technology (ALGN) in Q4 2022, closing a stake of 1,829 shares — an estimated $379K sold.

Foresight Wealth Management first reported a position in ALGN in Q1 2019 and held it in 15 quarters. The position peaked at $961K in Q4 2021. 710 funds tracked by Wall St. Rank hold ALGN as of Q4 2022.

  • Foresight Wealth Management reported no remaining Align Technology position as of Q4 2022 after selling out during the quarter.
  • Foresight Wealth Management sold 1,829 Align Technology shares in Q4 2022, an estimated $379K.
  • Foresight Wealth Management first reported a position in Align Technology in Q1 2019 and held it in 15 quarters.
  • Foresight Wealth Management's Align Technology position peaked at $961K in Q4 2021.
  • 710 funds tracked by Wall St. Rank held Align Technology as of Q4 2022.

Based on Foresight Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.