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FRG Family Wealth Advisors’s Align Technology ALGN Stock Holding History

FRG Family Wealth Advisors’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
Q2 		– Sell
-1
Closed -$282 – 151
2024
Q1 		$282 Buy
+1
New +$293 ﹤0.01% 359

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State Street
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FRG Family Wealth Advisors's ALGN Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of Align Technology (ALGN) in Q2 2024, closing a stake of 1 share — an estimated $282 sold.

FRG Family Wealth Advisors first reported a position in ALGN in Q1 2024 and held it in 1 quarter. The position peaked at $282 in Q1 2024. 767 funds tracked by Wall St. Rank hold ALGN as of Q2 2024.

  • FRG Family Wealth Advisors reported no remaining Align Technology position as of Q2 2024 after selling out during the quarter.
  • FRG Family Wealth Advisors sold 1 Align Technology share in Q2 2024, an estimated $282.
  • FRG Family Wealth Advisors first reported a position in Align Technology in Q1 2024 and held it in 1 quarter.
  • FRG Family Wealth Advisors's Align Technology position peaked at $282 in Q1 2024.
  • 767 funds tracked by Wall St. Rank held Align Technology as of Q2 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.