Mizuho Securities’s Align Technology ALGN Stock Holding History

Mizuho Securities’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 Q3	–	Sell	-300	Closed	-$72.4K	–	80
2024 Q2	$72.4K	Buy	+300	New	+$83.5K	0.17%	55
2024 Q1	–	Sell	-1,540	Closed	-$422K	–	62
2023 Q4	$422K	Buy	+1,540	New	+$365K	1.51%	18
2022 Q1	–	Sell	-60	Closed	-$39K	–	202
2021 Q4	$39K	Buy	+60	New	+$38.6K	0.01%	71
2021 Q3	–	Sell	-100	Closed	-$61K	–	194
2021 Q2	$61K	Buy	+100	New	+$59.2K	0.01%	77
2020 Q1	–	Sell	-700	Closed	-$195K	–	49
2019 Q4	$195K	Buy	700 +450	+180%	+$112K	0.1%	55
2019 Q3	$45K	Buy	250 +150	+150%	+$31.2K	0.03%	113
2019 Q2	$27K	Sell	100 -210	-68%	-$63.4K	0.04%	132
2019 Q1	$88K	Sell	310 -190	-38%	-$45.3K	0.19%	72
2018 Q4	$105K	Buy	+500	New	+$126K	0.01%	34

Other funds holding ALGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return