FourThought Financial Partners’s Align Technology ALGN Stock Holding History

FourThought Financial Partners’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 Q4	–	Sell	-13,146	Closed	-$3.34M	–	319
2024 Q3	$3.34M	Buy	13,146 +767	+6%	+$181K	0.4%	68
2024 Q2	$2.99M	Buy	12,379 +319	+3%	+$88.8K	0.38%	68
2024 Q1	$3.95M	Sell	12,060 -681	-5%	-$200K	0.45%	60
2023 Q4	$3.49M	Buy	12,741 +3,247	+34%	+$770K	0.44%	61
2023 Q3	$2.9M	Sell	9,494 -292	-3%	-$101K	0.41%	66
2023 Q2	$3.46M	Sell	9,786 -308	-3%	-$98.1K	0.46%	61
2023 Q1	$3.37M	Sell	10,094 -61	-0.6%	-$18K	0.46%	66
2022 Q4	$2.14M	Buy	+10,155	New	+$2.03M	0.31%	80

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

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

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management

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

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Millennium Management

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return