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Janiczek Wealth Management’s Align Technology ALGN Stock Holding History

Janiczek 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
2024
Q2 		$725 Sell
3
-13
-81% -$3.62K ﹤0.01% 967
2024
Q1 		$5.25K Hold
16
– – ﹤0.01% 759
2023
Q4 		$4.38K Sell
16
-13
-45% -$3.08K ﹤0.01% 766
2023
Q3 		$8.86K Buy
29
+13
+81% +$4.49K ﹤0.01% 657
2023
Q2 		$5.66K Hold
16
– – ﹤0.01% 639
2023
Q1 		$5.48K Buy
16
+15
+1,500% +$4.42K ﹤0.01% 654
2022
Q4 		$236 Sell
1
-1
-50% -$200 ﹤0.01% 979
2022
Q3 		$0 Sell
2
-35
-95% -$9.01K ﹤0.01% 905
2022
Q2 		$10K Buy
37
+34
+1,133% +$10.4K ﹤0.01% 568
2022
Q1 		$1K Sell
3
-27
-90% -$13.1K ﹤0.01% 815
2021
Q4 		$20K Buy
30
+5
+20% +$3.21K 0.01% 476
2021
Q3 		$17K Buy
25
+3
+14% +$2.04K 0.01% 478
2021
Q2 		$13K Buy
22
+1
+5% +$592 ﹤0.01% 507
2021
Q1 		$11K Buy
21
+9
+75% +$4.97K ﹤0.01% 504
2020
Q4 		$6K Buy
12
+10
+500% +$4.5K ﹤0.01% 543
2020
Q3 		$1K Buy
+2
New +$611 ﹤0.01% 542

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

Janiczek Wealth Management's ALGN Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Align Technology (ALGN) stake by 81% in Q2 2024, selling an estimated $3.62K and leaving 3 shares worth $725. The position accounts for ﹤0.01% of the portfolio, ranked #967.

Janiczek Wealth Management first reported a position in ALGN in Q3 2020 and has held it in 16 quarters since. The position peaked at $20K in Q4 2021. 767 funds tracked by Wall St. Rank hold ALGN as of Q2 2024.

  • Janiczek Wealth Management held 3 shares of Align Technology worth $725 as of Q2 2024.
  • Janiczek Wealth Management sold 13 Align Technology shares in Q2 2024, an estimated $3.62K.
  • Align Technology made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #967 holding.
  • Janiczek Wealth Management first reported a position in Align Technology in Q3 2020 and has held it in 16 quarters since.
  • Janiczek Wealth Management's Align Technology position peaked at $20K in Q4 2021.
  • 767 funds tracked by Wall St. Rank held Align Technology as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.