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HBK Sorce Advisory’s Align Technology ALGN Stock Holding History

HBK Sorce Advisory’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
-1,064
Closed -$271K – 580
2024
Q3 		$271K Sell
1,064
-441
-29% -$104K 0.01% 475
2024
Q2 		$363K Sell
1,505
-78
-5% -$21.7K 0.01% 396
2024
Q1 		$519K Sell
1,583
-14
-0.9% -$4.11K 0.02% 331
2023
Q4 		$438K Buy
1,597
+331
+26% +$78.5K 0.02% 342
2023
Q3 		$387K Sell
1,266
-180
-12% -$62.2K 0.02% 358
2023
Q2 		$511K Sell
1,446
-32
-2% -$10.2K 0.02% 323
2023
Q1 		$494K Sell
1,478
-1,186
-45% -$350K 0.02% 322
2022
Q4 		$563K Buy
+2,664
New +$533K 0.02% 388
2022
Q3 		– Sell
-1,140
Closed -$270K – 606
2022
Q2 		$270K Buy
1,140
+261
+30% +$80.2K 0.02% 360
2022
Q1 		$383K Buy
879
+397
+82% +$193K 0.02% 352
2021
Q4 		$317K Sell
482
-1
-0.2% -$643 0.02% 438
2021
Q3 		$321K Sell
483
-97
-17% -$65.9K 0.02% 421
2021
Q2 		$354K Sell
580
-2
-0.3% -$1.18K 0.02% 408
2021
Q1 		$315K Sell
582
-261
-31% -$144K 0.02% 393
2020
Q4 		$450K Sell
843
-19
-2% -$8.54K 0.03% 291
2020
Q3 		$282K Buy
862
+33
+4% +$10.1K 0.02% 362
2020
Q2 		$228K Buy
+829
New +$187K 0.02% 378
2020
Q1 		– Sell
-824
Closed -$230K – 397
2019
Q4 		$230K Buy
+824
New +$205K 0.02% 387
2019
Q3 		– Sell
-870
Closed -$238K – 410
2019
Q2 		$238K Sell
870
-492
-36% -$149K 0.02% 353
2019
Q1 		$387K Buy
1,362
+114
+9% +$27.2K 0.04% 286
2018
Q4 		$261K Sell
1,248
-84
-6% -$21.2K 0.03% 314
2018
Q3 		$521K Sell
1,332
-361
-21% -$133K 0.06% 215
2018
Q2 		$579K Buy
1,693
+72
+4% +$21.5K 0.07% 206
2018
Q1 		$407K Sell
1,621
-121
-7% -$31.1K 0.05% 243
2017
Q4 		$387K Buy
+1,742
New +$396K 0.05% 265

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

HBK Sorce Advisory's ALGN Position: Q4 2024 in Review

HBK Sorce Advisory sold out of Align Technology (ALGN) in Q4 2024, closing a stake of 1,064 shares — an estimated $271K sold.

HBK Sorce Advisory first reported a position in ALGN in Q4 2017 and held it in 25 quarters. The position peaked at $579K in Q2 2018. 723 funds tracked by Wall St. Rank hold ALGN as of Q4 2024.

  • HBK Sorce Advisory reported no remaining Align Technology position as of Q4 2024 after selling out during the quarter.
  • HBK Sorce Advisory sold 1,064 Align Technology shares in Q4 2024, an estimated $271K.
  • HBK Sorce Advisory first reported a position in Align Technology in Q4 2017 and held it in 25 quarters.
  • HBK Sorce Advisory's Align Technology position peaked at $579K in Q2 2018.
  • 723 funds tracked by Wall St. Rank held Align Technology as of Q4 2024.

Based on HBK Sorce Advisory's 13F filing for Q4 2024, filed 10 Feb 2025.