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Kiely Wealth Advisory Group’s Align Technology ALGN Stock Holding History

Kiely Wealth 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
2024
Q4 		$7.42K Hold
35
– – ﹤0.01% 222
2024
Q3 		$7.75K Hold
35
– – ﹤0.01% 219
2024
Q2 		$7.46K Hold
35
– – ﹤0.01% 206
2024
Q1 		$10.9K Hold
35
– – 0.01% 165
2023
Q4 		$9.44K Buy
+35
New +$8.3K 0.01% 174

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Kiely Wealth Advisory Group's ALGN Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Align Technology (ALGN) position steady in Q4 2024 at 35 shares worth $7.42K. The position accounts for ﹤0.01% of the portfolio, ranked #222.

Kiely Wealth Advisory Group first reported a position in ALGN in Q4 2023 and has held it in 5 quarters since. The position peaked at $10.9K in Q1 2024. 722 funds tracked by Wall St. Rank hold ALGN as of Q4 2024.

  • Kiely Wealth Advisory Group held 35 shares of Align Technology worth $7.42K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Align Technology share count unchanged in Q4 2024.
  • Align Technology made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #222 holding.
  • Kiely Wealth Advisory Group first reported a position in Align Technology in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Align Technology position peaked at $10.9K in Q1 2024.
  • 722 funds tracked by Wall St. Rank held Align Technology as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.