Greytown Advisors’s Align Technology ALGN Stock Holding History

Greytown 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
2023 Q2	–	Sell	-950	Closed	-$317K	–	88
2023 Q1	$317K	Sell	950 -8	-0.8%	-$2.36K	0.16%	70
2022 Q4	$202K	Buy	+958	New	+$192K	0.11%	88
2022 Q3	–	Sell	-956	Closed	-$226K	–	97
2022 Q2	$226K	Buy	956 +3	+0.3%	+$922	0.13%	87
2022 Q1	$416K	Sell	953 -109	-10%	-$53.1K	0.2%	69
2021 Q4	$698K	Sell	1,062 -7	-0.7%	-$4.5K	0.3%	56
2021 Q3	$711K	Sell	1,069 -4	-0.4%	-$2.72K	0.32%	56
2021 Q2	$656K	Buy	1,073 +76	+8%	+$45K	0.32%	53
2021 Q1	$540K	Buy	997 +67	+7%	+$37K	0.27%	62
2020 Q4	$497K	Buy	930 +35	+4%	+$15.7K	0.34%	54
2020 Q3	$293K	Hold	895	–	–	0.24%	67
2020 Q2	$246K	Buy	+895	New	+$202K	0.23%	65
2020 Q1	–	Sell	-810	Closed	-$226K	–	67
2019 Q4	$226K	Buy	+810	New	+$202K	0.16%	65

Other funds holding ALGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Greytown Advisors's ALGN Position: Q2 2023 in Review

Greytown Advisors sold out of Align Technology (ALGN) in Q2 2023, closing a stake of 950 shares — an estimated $317K sold.

Greytown Advisors first reported a position in ALGN in Q4 2019 and held it in 12 quarters. The position peaked at $711K in Q3 2021. 772 funds tracked by Wall St. Rank hold ALGN as of Q2 2023.

Greytown Advisors reported no remaining Align Technology position as of Q2 2023 after selling out during the quarter.
Greytown Advisors sold 950 Align Technology shares in Q2 2023, an estimated $317K.
Greytown Advisors first reported a position in Align Technology in Q4 2019 and held it in 12 quarters.
Greytown Advisors's Align Technology position peaked at $711K in Q3 2021.
772 funds tracked by Wall St. Rank held Align Technology as of Q2 2023.

Based on Greytown Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.