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Independent Advisor Alliance’s Align Technology ALGN Stock Holding History

Independent Advisor Alliance’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
Q3 		– Sell
-569
Closed -$201K – 651
2023
Q2 		$201K Buy
+569
New +$181K 0.01% 624
2021
Q1 		– Sell
-8,759
Closed -$4.68M – 594
2020
Q4 		$4.68M Buy
+8,759
New +$3.94M 0.32% 79

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Independent Advisor Alliance's ALGN Position: Q3 2023 in Review

Independent Advisor Alliance sold out of Align Technology (ALGN) in Q3 2023, closing a stake of 569 shares — an estimated $201K sold.

Independent Advisor Alliance first reported a position in ALGN in Q4 2020 and held it in 2 quarters. The position peaked at $4.68M in Q4 2020. 808 funds tracked by Wall St. Rank hold ALGN as of Q3 2023.

  • Independent Advisor Alliance reported no remaining Align Technology position as of Q3 2023 after selling out during the quarter.
  • Independent Advisor Alliance sold 569 Align Technology shares in Q3 2023, an estimated $201K.
  • Independent Advisor Alliance first reported a position in Align Technology in Q4 2020 and held it in 2 quarters.
  • Independent Advisor Alliance's Align Technology position peaked at $4.68M in Q4 2020.
  • 808 funds tracked by Wall St. Rank held Align Technology as of Q3 2023.

Based on Independent Advisor Alliance's 13F filing for Q3 2023, filed 24 Oct 2023.