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Milestone Wealth’s Align Technology ALGN Stock Holding History

Milestone Wealth’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
Q3 		$24K Hold
115
– – 0.03% 144
2022
Q2 		$27K Hold
115
– – 0.03% 134
2022
Q1 		$76K Hold
115
– – 0.06% 101
2021
Q4 		$76K Buy
+115
New +$73.9K 0.06% 101

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Milestone Wealth's ALGN Position: Q3 2022 in Review

Milestone Wealth held its Align Technology (ALGN) position steady in Q3 2022 at 115 shares worth $24K. The position accounts for 0.03% of the portfolio, ranked #144.

Milestone Wealth first reported a position in ALGN in Q4 2021 and has held it in 4 quarters since. The position peaked at $76K in Q1 2022. 731 funds tracked by Wall St. Rank hold ALGN as of Q3 2022.

  • Milestone Wealth held 115 shares of Align Technology worth $24K as of Q3 2022.
  • Milestone Wealth left its Align Technology share count unchanged in Q3 2022.
  • Align Technology made up 0.03% of Milestone Wealth's portfolio in Q3 2022, its #144 holding.
  • Milestone Wealth first reported a position in Align Technology in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Align Technology position peaked at $76K in Q1 2022.
  • 731 funds tracked by Wall St. Rank held Align Technology as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.