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Marshall Financial Group (Maryland)’s Align Technology ALGN Stock Holding History

Marshall Financial Group (Maryland)’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
Q2 		– Sell
-639
Closed -$210K – 171
2024
Q1 		$210K Buy
+639
New +$187K 0.06% 168
2023
Q4 		– Sell
-666
Closed -$203K – 177
2023
Q3 		$203K Buy
666
+36
+6% +$12.4K 0.07% 160
2023
Q2 		$223K Hold
630
– – 0.08% 162
2023
Q1 		$211K Buy
+630
New +$186K 0.08% 166
2022
Q4 		– Sell
-2,691
Closed -$557K – 169
2022
Q3 		$557K Buy
2,691
+37
+1% +$9.53K 0.24% 127
2022
Q2 		$628K Buy
2,654
+1,083
+69% +$333K 0.25% 127
2022
Q1 		$685K Sell
1,571
-116
-7% -$56.5K 0.28% 131
2021
Q4 		$1.11M Buy
1,687
+284
+20% +$183K 0.41% 85
2021
Q3 		$934K Buy
1,403
+237
+20% +$161K 0.48% 65
2021
Q2 		$712K Buy
+1,166
New +$690K 0.38% 86

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State Street
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Wellington Management Group
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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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return