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Glass Jacobson Investment Advisors’s Align Technology ALGN Stock Holding History

Glass Jacobson Investment 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
Q4 		– Sell
-175
Closed -$44.5K – 841
2024
Q3 		$44.5K Hold
175
– – 0.01% 371
2024
Q2 		$42.3K Hold
175
– – 0.02% 366
2024
Q1 		$57.4K Buy
+175
New +$51.3K 0.02% 334

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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

Glass Jacobson Investment Advisors's ALGN Position: Q4 2024 in Review

Glass Jacobson Investment Advisors sold out of Align Technology (ALGN) in Q4 2024, closing a stake of 175 shares — an estimated $44.5K sold.

Glass Jacobson Investment Advisors first reported a position in ALGN in Q1 2024 and held it in 3 quarters. The position peaked at $57.4K in Q1 2024. 722 funds tracked by Wall St. Rank hold ALGN as of Q4 2024.

  • Glass Jacobson Investment Advisors reported no remaining Align Technology position as of Q4 2024 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 175 Align Technology shares in Q4 2024, an estimated $44.5K.
  • Glass Jacobson Investment Advisors first reported a position in Align Technology in Q1 2024 and held it in 3 quarters.
  • Glass Jacobson Investment Advisors's Align Technology position peaked at $57.4K in Q1 2024.
  • 722 funds tracked by Wall St. Rank held Align Technology as of Q4 2024.

Based on Glass Jacobson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.