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

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 $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Marshall Financial Group (Maryland)'s ALGN Position: Q2 2024 in Review

Marshall Financial Group (Maryland) sold out of Align Technology (ALGN) in Q2 2024, closing a stake of 639 shares — an estimated $210K sold.

Marshall Financial Group (Maryland) first reported a position in ALGN in Q2 2021 and held it in 10 quarters. The position peaked at $1.11M in Q4 2021. 768 funds tracked by Wall St. Rank hold ALGN as of Q2 2024.

Marshall Financial Group (Maryland) reported no remaining Align Technology position as of Q2 2024 after selling out during the quarter.
Marshall Financial Group (Maryland) sold 639 Align Technology shares in Q2 2024, an estimated $210K.
Marshall Financial Group (Maryland) first reported a position in Align Technology in Q2 2021 and held it in 10 quarters.
Marshall Financial Group (Maryland)'s Align Technology position peaked at $1.11M in Q4 2021.
768 funds tracked by Wall St. Rank held Align Technology as of Q2 2024.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2024, filed 19 Jul 2024.