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Koss-Olinger Consulting’s Align Technology ALGN Stock Holding History

Koss-Olinger Consulting’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
Q1 		– Sell
-1,000
Closed -$274K – 53
2023
Q4 		$274K Sell
1,000
-3,459
-78% -$820K 0.03% 249
2023
Q3 		$1.36M Sell
4,459
-89
-2% -$30.8K 0.2% 62
2023
Q2 		$1.61M Sell
4,548
-15
-0.3% -$4.78K 0.19% 61
2023
Q1 		$1.52M Sell
4,563
-946
-17% -$279K 0.19% 62
2022
Q4 		$1.16M Buy
5,509
+4,036
+274% +$808K 0.17% 75
2022
Q3 		$305K Buy
+1,473
New +$379K 0.05% 151

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Koss-Olinger Consulting's ALGN Position: Q1 2024 in Review

Koss-Olinger Consulting sold out of Align Technology (ALGN) in Q1 2024, closing a stake of 1,000 shares — an estimated $274K sold.

Koss-Olinger Consulting first reported a position in ALGN in Q3 2022 and held it in 6 quarters. The position peaked at $1.61M in Q2 2023. 818 funds tracked by Wall St. Rank hold ALGN as of Q1 2024.

  • Koss-Olinger Consulting reported no remaining Align Technology position as of Q1 2024 after selling out during the quarter.
  • Koss-Olinger Consulting sold 1,000 Align Technology shares in Q1 2024, an estimated $274K.
  • Koss-Olinger Consulting first reported a position in Align Technology in Q3 2022 and held it in 6 quarters.
  • Koss-Olinger Consulting's Align Technology position peaked at $1.61M in Q2 2023.
  • 818 funds tracked by Wall St. Rank held Align Technology as of Q1 2024.

Based on Koss-Olinger Consulting's 13F filing for Q1 2024, filed 18 Apr 2024.