Lake Street Advisors Group’s Align Technology ALGN Stock Holding History

Lake Street Advisors 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	$207K	Sell	995 -47	-5%	-$10.5K	0.01%	555
2024 Q3	$265K	Buy	1,042 +55	+6%	+$13K	0.01%	488
2024 Q2	$238K	Sell	987 -82	-8%	-$22.8K	0.01%	500
2024 Q1	$350K	Buy	1,069 +22	+2%	+$6.46K	0.02%	422
2023 Q4	$287K	Buy	+1,047	New	+$248K	0.01%	453
2021 Q3	–	Sell	-422	Closed	-$298K	–	233
2021 Q2	$298K	Buy	422 +13	+3%	+$7.69K	0.02%	245
2021 Q1	$221K	Buy	409 +22	+6%	+$12.2K	0.02%	290
2020 Q4	$207K	Buy	+387	New	+$174K	0.02%	291

Other funds holding ALGN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Lake Street Advisors Group's ALGN Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Align Technology (ALGN) stake by 4.5% in Q4 2024, selling an estimated $10.5K and leaving 995 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #555.

Lake Street Advisors Group first reported a position in ALGN in Q4 2020 and has held it in 8 quarters since. The position peaked at $350K in Q1 2024. 723 funds tracked by Wall St. Rank hold ALGN as of Q4 2024.

Lake Street Advisors Group held 995 shares of Align Technology worth $207K as of Q4 2024.
Lake Street Advisors Group sold 47 Align Technology shares in Q4 2024, an estimated $10.5K.
Align Technology made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #555 holding.
Lake Street Advisors Group first reported a position in Align Technology in Q4 2020 and has held it in 8 quarters since.
Lake Street Advisors Group's Align Technology position peaked at $350K in Q1 2024.
723 funds tracked by Wall St. Rank held Align Technology as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.