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HHM Wealth Advisors’s Align Technology ALGN Stock Holding History

HHM Wealth 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
2022
Q3 		– Sell
-11
Closed -$3K – 646
2022
Q2 		$3K Sell
11
-125
-92% -$38.4K ﹤0.01% 693
2022
Q1 		$59K Buy
+136
New +$66.2K 0.01% 280

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

HHM Wealth Advisors's ALGN Position: Q3 2022 in Review

HHM Wealth Advisors sold out of Align Technology (ALGN) in Q3 2022, closing a stake of 11 shares — an estimated $3K sold.

HHM Wealth Advisors first reported a position in ALGN in Q1 2022 and held it in 2 quarters. The position peaked at $59K in Q1 2022. 730 funds tracked by Wall St. Rank hold ALGN as of Q3 2022.

  • HHM Wealth Advisors reported no remaining Align Technology position as of Q3 2022 after selling out during the quarter.
  • HHM Wealth Advisors sold 11 Align Technology shares in Q3 2022, an estimated $3K.
  • HHM Wealth Advisors first reported a position in Align Technology in Q1 2022 and held it in 2 quarters.
  • HHM Wealth Advisors's Align Technology position peaked at $59K in Q1 2022.
  • 730 funds tracked by Wall St. Rank held Align Technology as of Q3 2022.

Based on HHM Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.