Laurel Wealth Advisors (California)’s Align Technology ALGN Stock Holding History

Laurel Wealth Advisors (California)’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
2022 Q4	$205K	Sell	973 -23	-2%	-$4.6K	0.02%	631
2022 Q3	$206K	Sell	996 -3	-0.3%	-$772	0.02%	605
2022 Q2	$237K	Sell	999 -858	-46%	-$264K	0.02%	576
2022 Q1	$810K	Sell	1,857 -15	-0.8%	-$7.3K	0.07%	289
2021 Q4	$1.23M	Buy	+1,872	New	+$1.2M	0.1%	221

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Laurel Wealth Advisors (California)'s ALGN Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Align Technology (ALGN) stake by 2.3% in Q4 2022, selling an estimated $4.6K and leaving 973 shares worth $205K. The position accounts for 0.02% of the portfolio, ranked #631.

Laurel Wealth Advisors (California) first reported a position in ALGN in Q4 2021 and has held it in 5 quarters since. The position peaked at $1.23M in Q4 2021. 710 funds tracked by Wall St. Rank hold ALGN as of Q4 2022.

Laurel Wealth Advisors (California) held 973 shares of Align Technology worth $205K as of Q4 2022.
Laurel Wealth Advisors (California) sold 23 Align Technology shares in Q4 2022, an estimated $4.6K.
Align Technology made up 0.02% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #631 holding.
Laurel Wealth Advisors (California) first reported a position in Align Technology in Q4 2021 and has held it in 5 quarters since.
Laurel Wealth Advisors (California)'s Align Technology position peaked at $1.23M in Q4 2021.
710 funds tracked by Wall St. Rank held Align Technology as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.