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Marquette Asset Management’s Align Technology ALGN Stock Holding History

Marquette Asset 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
2023
Q4 		– Sell
-13
Closed -$3.97K – 199
2023
Q3 		$3.97K Buy
13
+4
+44% +$1.38K ﹤0.01% 259
2023
Q2 		$3.18K Buy
+9
New +$2.87K ﹤0.01% 281

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Marquette Asset Management's ALGN Position: Q4 2023 in Review

Marquette Asset Management sold out of Align Technology (ALGN) in Q4 2023, closing a stake of 13 shares — an estimated $3.97K sold.

Marquette Asset Management first reported a position in ALGN in Q2 2023 and held it in 2 quarters. The position peaked at $3.97K in Q3 2023. 789 funds tracked by Wall St. Rank hold ALGN as of Q4 2023.

  • Marquette Asset Management reported no remaining Align Technology position as of Q4 2023 after selling out during the quarter.
  • Marquette Asset Management sold 13 Align Technology shares in Q4 2023, an estimated $3.97K.
  • Marquette Asset Management first reported a position in Align Technology in Q2 2023 and held it in 2 quarters.
  • Marquette Asset Management's Align Technology position peaked at $3.97K in Q3 2023.
  • 789 funds tracked by Wall St. Rank held Align Technology as of Q4 2023.

Based on Marquette Asset Management's 13F filing for Q4 2023, filed 2 Feb 2024.