HighMark Wealth Management’s Align Technology ALGN Stock Holding History

HighMark Wealth 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 Q2	–	Sell	-212	Closed	-$70.8K	–	563
2023 Q1	$70.8K	Buy	+212	New	+$62.5K	0.06%	111
2022 Q4	–	Sell	-2	Closed	–	–	544
2022 Q3	$0	Hold	2	–	–	﹤0.01%	512
2022 Q2	$0	Sell	2 -1	-33%	-$307	﹤0.01%	509
2022 Q1	$1K	Hold	3	–	–	﹤0.01%	470
2021 Q4	$2K	Hold	3	–	–	﹤0.01%	433
2021 Q3	$2K	Sell	3 -1	-25%	-$679	﹤0.01%	436
2021 Q2	$2K	Hold	4	–	–	﹤0.01%	444
2021 Q1	$2K	Buy	+4	New	+$2.21K	﹤0.01%	411

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 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

HighMark Wealth Management's ALGN Position: Q2 2023 in Review

HighMark Wealth Management sold out of Align Technology (ALGN) in Q2 2023, closing a stake of 212 shares — an estimated $70.8K sold.

HighMark Wealth Management first reported a position in ALGN in Q1 2021 and held it in 8 quarters. The position peaked at $70.8K in Q1 2023. 772 funds tracked by Wall St. Rank hold ALGN as of Q2 2023.

HighMark Wealth Management reported no remaining Align Technology position as of Q2 2023 after selling out during the quarter.
HighMark Wealth Management sold 212 Align Technology shares in Q2 2023, an estimated $70.8K.
HighMark Wealth Management first reported a position in Align Technology in Q1 2021 and held it in 8 quarters.
HighMark Wealth Management's Align Technology position peaked at $70.8K in Q1 2023.
772 funds tracked by Wall St. Rank held Align Technology as of Q2 2023.

Based on HighMark Wealth Management's 13F filing for Q2 2023, filed 26 Jul 2023.