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Long Island Wealth Management’s Align Technology ALGN Stock Holding History

Long Island Wealth Management’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
-315
Closed -$86K – 89
2023
Q4 		$86K Buy
+315
New +$74.7K 0.06% 102

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Long Island Wealth Management's ALGN Position: Q1 2024 in Review

Long Island Wealth Management sold out of Align Technology (ALGN) in Q1 2024, closing a stake of 315 shares — an estimated $86K sold.

Long Island Wealth Management first reported a position in ALGN in Q4 2023 and held it in 1 quarter. The position peaked at $86K in Q4 2023. 817 funds tracked by Wall St. Rank hold ALGN as of Q1 2024.

  • Long Island Wealth Management reported no remaining Align Technology position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 315 Align Technology shares in Q1 2024, an estimated $86K.
  • Long Island Wealth Management first reported a position in Align Technology in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Align Technology position peaked at $86K in Q4 2023.
  • 817 funds tracked by Wall St. Rank held Align Technology as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.