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Kelly Lawrence W & Associates’s Align Technology ALGN Stock Holding History

Kelly Lawrence W & Associates’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
Q3 		– Sell
-12
Closed -$2.9K – 174
2024
Q2 		$2.9K Hold
12
– – ﹤0.01% 165
2024
Q1 		$3.94K Buy
+12
New +$3.52K ﹤0.01% 164

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kelly Lawrence W & Associates's ALGN Position: Q3 2024 in Review

Kelly Lawrence W & Associates sold out of Align Technology (ALGN) in Q3 2024, closing a stake of 12 shares — an estimated $2.9K sold.

Kelly Lawrence W & Associates first reported a position in ALGN in Q1 2024 and held it in 2 quarters. The position peaked at $3.94K in Q1 2024. 733 funds tracked by Wall St. Rank hold ALGN as of Q3 2024.

  • Kelly Lawrence W & Associates reported no remaining Align Technology position as of Q3 2024 after selling out during the quarter.
  • Kelly Lawrence W & Associates sold 12 Align Technology shares in Q3 2024, an estimated $2.9K.
  • Kelly Lawrence W & Associates first reported a position in Align Technology in Q1 2024 and held it in 2 quarters.
  • Kelly Lawrence W & Associates's Align Technology position peaked at $3.94K in Q1 2024.
  • 733 funds tracked by Wall St. Rank held Align Technology as of Q3 2024.

Based on Kelly Lawrence W & Associates's 13F filing for Q3 2024, filed 14 Nov 2024.