KB Financial Partners’s Align Technology ALGN Stock Holding History

KB Financial Partners’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	$28K	Sell	91 -33	-27%	-$11.4K	0.01%	320
2023 Q2	$44K	Buy	124 +47	+61%	+$15K	0.01%	276
2023 Q1	$26K	Sell	77 -5	-6%	-$1.48K	0.01%	329
2022 Q4	$17K	Buy	82 +17	+26%	+$3.4K	0.01%	358
2022 Q3	$13K	Hold	65	–	–	﹤0.01%	360
2022 Q2	$15K	Buy	65 +58	+829%	+$17.8K	0.01%	348
2022 Q1	$3K	Sell	7 -257	-97%	-$125K	﹤0.01%	493
2021 Q4	$173K	Buy	+264	New	+$170K	0.05%	192
2021 Q3	–	Sell	-305	Closed	-$186K	–	179
2021 Q2	$186K	Sell	305 -85	-22%	-$50.3K	0.07%	161
2021 Q1	$211K	Buy	+390	New	+$216K	0.09%	135

Other funds holding ALGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

KB Financial Partners's ALGN Position: Q3 2023 in Review

KB Financial Partners reduced its Align Technology (ALGN) stake by 27% in Q3 2023, selling an estimated $11.4K and leaving 91 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #320.

KB Financial Partners first reported a position in ALGN in Q1 2021 and has held it in 10 quarters since. The position peaked at $211K in Q1 2021. 807 funds tracked by Wall St. Rank hold ALGN as of Q3 2023.

KB Financial Partners held 91 shares of Align Technology worth $28K as of Q3 2023.
KB Financial Partners sold 33 Align Technology shares in Q3 2023, an estimated $11.4K.
Align Technology made up 0.01% of KB Financial Partners's portfolio in Q3 2023, its #320 holding.
KB Financial Partners first reported a position in Align Technology in Q1 2021 and has held it in 10 quarters since.
KB Financial Partners's Align Technology position peaked at $211K in Q1 2021.
807 funds tracked by Wall St. Rank held Align Technology as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.