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Money Concepts Capital’s Align Technology ALGN Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-61
Closed -$12.9K – 536
2022
Q4 		$12.9K Sell
61
-30
-33% -$6K ﹤0.01% 1892
2022
Q3 		$19K Sell
91
-60
-40% -$15.4K ﹤0.01% 919
2022
Q2 		$37K Sell
151
-409
-73% -$126K ﹤0.01% 759
2022
Q1 		$244K Sell
560
-2,431
-81% -$1.18M 0.01% 652
2021
Q4 		$1.97M Buy
+2,991
New +$1.92M 0.17% 138
2021
Q1 		$1.79M Buy
3,298
+326
+11% +$180K 0.14% 153
2020
Q4 		$1.59M Buy
+2,972
New +$1.34M 0.15% 144

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Money Concepts Capital's ALGN Position: Q1 2023 in Review

Money Concepts Capital sold out of Align Technology (ALGN) in Q1 2023, closing a stake of 61 shares — an estimated $12.9K sold.

Money Concepts Capital first reported a position in ALGN in Q4 2020 and held it in 7 quarters. The position peaked at $1.97M in Q4 2021. 769 funds tracked by Wall St. Rank hold ALGN as of Q1 2023.

  • Money Concepts Capital reported no remaining Align Technology position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 61 Align Technology shares in Q1 2023, an estimated $12.9K.
  • Money Concepts Capital first reported a position in Align Technology in Q4 2020 and held it in 7 quarters.
  • Money Concepts Capital's Align Technology position peaked at $1.97M in Q4 2021.
  • 769 funds tracked by Wall St. Rank held Align Technology as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.