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Journey Advisory Group’s Align Technology ALGN Stock Holding History

Journey Advisory Group’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
-675
Closed -$239K – 216
2023
Q2 		$239K Hold
675
– – 0.04% 206
2023
Q1 		$226K Sell
675
-900
-57% -$266K 0.04% 219
2022
Q4 		$332K Hold
1,575
– – 0.08% 165
2022
Q3 		$326K Buy
1,575
+400
+34% +$103K 0.08% 180
2022
Q2 		$332K Buy
+1,175
New +$361K 0.08% 189

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 $3.38T AUM 44.17% 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

Journey Advisory Group's ALGN Position: Q3 2023 in Review

Journey Advisory Group sold out of Align Technology (ALGN) in Q3 2023, closing a stake of 675 shares — an estimated $239K sold.

Journey Advisory Group first reported a position in ALGN in Q2 2022 and held it in 5 quarters. The position peaked at $332K in Q4 2022. 808 funds tracked by Wall St. Rank hold ALGN as of Q3 2023.

  • Journey Advisory Group reported no remaining Align Technology position as of Q3 2023 after selling out during the quarter.
  • Journey Advisory Group sold 675 Align Technology shares in Q3 2023, an estimated $239K.
  • Journey Advisory Group first reported a position in Align Technology in Q2 2022 and held it in 5 quarters.
  • Journey Advisory Group's Align Technology position peaked at $332K in Q4 2022.
  • 808 funds tracked by Wall St. Rank held Align Technology as of Q3 2023.

Based on Journey Advisory Group's 13F filing for Q3 2023, filed 15 Nov 2023.