Halpern Financial’s Align Technology ALGN Stock Holding History

Halpern Financial’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 Q3	–	Sell	-41	Closed	-$14.5K	–	211
2023 Q2	$14.5K	Buy	+41	New	+$13.1K	0.01%	129

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Halpern Financial's ALGN Position: Q3 2023 in Review

Halpern Financial sold out of Align Technology (ALGN) in Q3 2023, closing a stake of 41 shares — an estimated $14.5K sold.

Halpern Financial first reported a position in ALGN in Q2 2023 and held it in 1 quarter. The position peaked at $14.5K in Q2 2023. 808 funds tracked by Wall St. Rank hold ALGN as of Q3 2023.

Halpern Financial reported no remaining Align Technology position as of Q3 2023 after selling out during the quarter.
Halpern Financial sold 41 Align Technology shares in Q3 2023, an estimated $14.5K.
Halpern Financial first reported a position in Align Technology in Q2 2023 and held it in 1 quarter.
Halpern Financial's Align Technology position peaked at $14.5K in Q2 2023.
808 funds tracked by Wall St. Rank held Align Technology as of Q3 2023.

Based on Halpern Financial's 13F filing for Q3 2023, filed 10 Oct 2023.