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Hennion & Walsh Asset Management’s Align Technology ALGN Stock Holding History

Hennion & Walsh Asset Management’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
Q4 		– Sell
-2,075
Closed -$634K – 818
2023
Q3 		$634K Buy
+2,075
New +$717K 0.04% 460

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Hennion & Walsh Asset Management's ALGN Position: Q4 2023 in Review

Hennion & Walsh Asset Management sold out of Align Technology (ALGN) in Q4 2023, closing a stake of 2,075 shares — an estimated $634K sold.

Hennion & Walsh Asset Management first reported a position in ALGN in Q3 2023 and held it in 1 quarter. The position peaked at $634K in Q3 2023. 789 funds tracked by Wall St. Rank hold ALGN as of Q4 2023.

  • Hennion & Walsh Asset Management reported no remaining Align Technology position as of Q4 2023 after selling out during the quarter.
  • Hennion & Walsh Asset Management sold 2,075 Align Technology shares in Q4 2023, an estimated $634K.
  • Hennion & Walsh Asset Management first reported a position in Align Technology in Q3 2023 and held it in 1 quarter.
  • Hennion & Walsh Asset Management's Align Technology position peaked at $634K in Q3 2023.
  • 789 funds tracked by Wall St. Rank held Align Technology as of Q4 2023.

Based on Hennion & Walsh Asset Management's 13F filing for Q4 2023, filed 10 Jan 2024.