Ironwood Investment Management’s Align Technology ALGN Stock Holding History

Ironwood Investment 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
2024 Q2	–	Sell	-727	Closed	-$238K	–	169
2024 Q1	$238K	Sell	727 -81	-10%	-$23.8K	0.12%	146
2023 Q4	$221K	Hold	808	–	–	0.12%	144
2023 Q3	$247K	Hold	808	–	–	0.15%	129
2023 Q2	$286K	Sell	808 -2	-0.2%	-$637	0.16%	125
2023 Q1	$271K	Buy	+810	New	+$239K	0.17%	128
2022 Q3	–	Sell	-915	Closed	-$217K	–	166
2022 Q2	$217K	Hold	915	–	–	0.15%	141
2022 Q1	$399K	Sell	915 -15	-2%	-$7.3K	0.22%	125
2021 Q4	$611K	Hold	930	–	–	0.3%	106
2021 Q3	$619K	Sell	930 -10	-1%	-$6.79K	0.32%	104
2021 Q2	$574K	Hold	940	–	–	0.29%	111
2021 Q1	$509K	Sell	940 -12	-1%	-$6.63K	0.27%	119
2020 Q4	$509K	Hold	952	–	–	0.3%	109
2020 Q3	$312K	Hold	952	–	–	0.22%	123
2020 Q2	$261K	Buy	+952	New	+$214K	0.2%	126
2020 Q1	–	Sell	-960	Closed	-$268K	–	157
2019 Q4	$268K	Buy	+960	New	+$239K	0.19%	129

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ironwood Investment Management's ALGN Position: Q2 2024 in Review

Ironwood Investment Management sold out of Align Technology (ALGN) in Q2 2024, closing a stake of 727 shares — an estimated $238K sold.

Ironwood Investment Management first reported a position in ALGN in Q4 2019 and held it in 15 quarters. The position peaked at $619K in Q3 2021. 768 funds tracked by Wall St. Rank hold ALGN as of Q2 2024.

Ironwood Investment Management reported no remaining Align Technology position as of Q2 2024 after selling out during the quarter.
Ironwood Investment Management sold 727 Align Technology shares in Q2 2024, an estimated $238K.
Ironwood Investment Management first reported a position in Align Technology in Q4 2019 and held it in 15 quarters.
Ironwood Investment Management's Align Technology position peaked at $619K in Q3 2021.
768 funds tracked by Wall St. Rank held Align Technology as of Q2 2024.

Based on Ironwood Investment Management's 13F filing for Q2 2024, filed 16 Aug 2024.