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Jackson Grant Investment Advisers’s Align Technology ALGN Stock Holding History

Jackson Grant Investment Advisers’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
-6
Closed -$1.97K – 395
2024
Q1 		$1.97K Hold
6
– – ﹤0.01% 360
2023
Q4 		$1.64K Sell
6
-100
-94% -$23.7K ﹤0.01% 361
2023
Q3 		$32.4K Hold
106
– – 0.02% 192
2023
Q2 		$37.5K Hold
106
– – 0.02% 186
2023
Q1 		$35.4K Buy
106
+6
+6% +$1.77K 0.02% 210
2022
Q4 		$21.1K Sell
100
-111
-53% -$22.2K 0.01% 250
2022
Q3 		$44K Hold
211
– – 0.02% 182
2022
Q2 		$50K Sell
211
-100
-32% -$30.7K 0.02% 180
2022
Q1 		$136K Hold
311
– – 0.06% 131
2021
Q4 		$204K Hold
311
– – 0.1% 89
2021
Q3 		$207K Hold
311
– – 0.09% 100
2021
Q2 		$190K Buy
311
+3
+1% +$1.78K 0.08% 110
2021
Q1 		$167K Buy
308
+27
+10% +$14.9K 0.08% 117
2020
Q4 		$150K Buy
281
+81
+41% +$36.4K 0.08% 108
2020
Q3 		$65K Hold
200
– – 0.04% 134
2020
Q2 		$55K Hold
200
– – 0.04% 138
2020
Q1 		$35K Hold
200
– – 0.03% 152
2019
Q4 		$56K Hold
200
– – 0.03% 144
2019
Q3 		$36K Hold
200
– – 0.02% 163
2019
Q2 		$55K Hold
200
– – 0.03% 146
2019
Q1 		$57K Hold
200
– – 0.03% 138
2018
Q4 		$42K Buy
200
+150
+300% +$37.9K 0.03% 149
2018
Q3 		$20K Buy
+50
New +$18.4K 0.01% 183

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jackson Grant Investment Advisers's ALGN Position: Q2 2024 in Review

Jackson Grant Investment Advisers sold out of Align Technology (ALGN) in Q2 2024, closing a stake of 6 shares — an estimated $1.97K sold.

Jackson Grant Investment Advisers first reported a position in ALGN in Q3 2018 and held it in 23 quarters. The position peaked at $207K in Q3 2021. 767 funds tracked by Wall St. Rank hold ALGN as of Q2 2024.

  • Jackson Grant Investment Advisers reported no remaining Align Technology position as of Q2 2024 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 6 Align Technology shares in Q2 2024, an estimated $1.97K.
  • Jackson Grant Investment Advisers first reported a position in Align Technology in Q3 2018 and held it in 23 quarters.
  • Jackson Grant Investment Advisers's Align Technology position peaked at $207K in Q3 2021.
  • 767 funds tracked by Wall St. Rank held Align Technology as of Q2 2024.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2024, filed 16 Jul 2024.