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Heritage Wealth Management (Arizona)’s Align Technology ALGN Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$239K Buy
1,132
+574
+103% +$115K 0.03% 313
2022
Q3 		$116K Buy
+558
New +$144K 0.04% 310

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s ALGN Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Align Technology (ALGN) stake by 103% in Q4 2022, buying an estimated $115K and bringing the position to 1,132 shares worth $239K. The position accounts for 0.03% of the portfolio, ranked #313.

Heritage Wealth Management (Arizona) first reported a position in ALGN in Q3 2022 and has held it in 2 quarters since. 710 funds tracked by Wall St. Rank hold ALGN as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 1,132 shares of Align Technology worth $239K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 574 Align Technology shares in Q4 2022, an estimated $115K.
  • Align Technology made up 0.03% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #313 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Align Technology in Q3 2022 and has held it in 2 quarters since.
  • 710 funds tracked by Wall St. Rank held Align Technology as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.