GI
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Gradient Investments’s Align Technology ALGN Stock Holding History

Gradient Investments’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
Q3 		– Sell
-2
Closed -$483 – 327
2024
Q2 		$483 Hold
2
– – ﹤0.01% 1188
2024
Q1 		$656 Sell
2
-1
-33% -$293 ﹤0.01% 977
2023
Q4 		$822 Hold
3
– – ﹤0.01% 1486
2023
Q3 		$916 Hold
3
– – ﹤0.01% 1404
2023
Q2 		$1.06K Buy
+3
New +$955 ﹤0.01% 1349
2022
Q4 		– Sell
-105
Closed -$22K – 1504
2022
Q3 		$22K Buy
105
+5
+5% +$1.29K ﹤0.01% 645
2022
Q2 		$24K Sell
100
-7
-7% -$2.15K ﹤0.01% 608
2022
Q1 		$47K Buy
107
+100
+1,429% +$48.7K ﹤0.01% 485
2021
Q4 		$5K Buy
+7
New +$4.5K ﹤0.01% 919
2018
Q1 		– Sell
-7
Closed -$2K – 994
2017
Q4 		$2K Buy
+7
New +$1.59K ﹤0.01% 787

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Gradient Investments's ALGN Position: Q3 2024 in Review

Gradient Investments sold out of Align Technology (ALGN) in Q3 2024, closing a stake of 2 shares — an estimated $483 sold.

Gradient Investments first reported a position in ALGN in Q4 2017 and held it in 10 quarters. The position peaked at $47K in Q1 2022. 734 funds tracked by Wall St. Rank hold ALGN as of Q3 2024.

  • Gradient Investments reported no remaining Align Technology position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 2 Align Technology shares in Q3 2024, an estimated $483.
  • Gradient Investments first reported a position in Align Technology in Q4 2017 and held it in 10 quarters.
  • Gradient Investments's Align Technology position peaked at $47K in Q1 2022.
  • 734 funds tracked by Wall St. Rank held Align Technology as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.