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Kalos Management’s Align Technology ALGN Stock Holding History

Kalos 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
2023
Q2 		– Sell
-18
Closed -$6.01K – 141
2023
Q1 		$6.01K Buy
+18
New +$5.31K 0.01% 262
2021
Q1 		– Sell
-430
Closed -$230K – 296
2020
Q4 		$230K Buy
+430
New +$193K 0.1% 218

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 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

Kalos Management's ALGN Position: Q2 2023 in Review

Kalos Management sold out of Align Technology (ALGN) in Q2 2023, closing a stake of 18 shares — an estimated $6.01K sold.

Kalos Management first reported a position in ALGN in Q4 2020 and held it in 2 quarters. The position peaked at $230K in Q4 2020. 772 funds tracked by Wall St. Rank hold ALGN as of Q2 2023.

  • Kalos Management reported no remaining Align Technology position as of Q2 2023 after selling out during the quarter.
  • Kalos Management sold 18 Align Technology shares in Q2 2023, an estimated $6.01K.
  • Kalos Management first reported a position in Align Technology in Q4 2020 and held it in 2 quarters.
  • Kalos Management's Align Technology position peaked at $230K in Q4 2020.
  • 772 funds tracked by Wall St. Rank held Align Technology as of Q2 2023.

Based on Kalos Management's 13F filing for Q2 2023, filed 9 Aug 2023.