Moser Wealth Advisors’s Align Technology ALGN Stock Holding History

Moser Wealth Advisors’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 Q4	–	Sell	-65	Closed	-$16.5K	–	138
2024 Q3	$16.5K	Hold	65	–	–	0.01%	109
2024 Q2	$15.7K	Hold	65	–	–	0.01%	113
2024 Q1	$21.3K	Hold	65	–	–	0.01%	107
2023 Q4	$17.8K	Buy	+65	New	+$15.4K	0.01%	108
2021 Q4	–	Sell	-100	Closed	-$67K	–	144
2021 Q3	$67K	Sell	100 -680	-87%	-$462K	0.04%	89
2021 Q2	$477K	Sell	780 -10	-1%	-$5.92K	0.31%	56
2021 Q1	$428K	Hold	790	–	–	0.3%	55
2020 Q4	$422K	Sell	790 -150	-16%	-$67.4K	0.31%	53
2020 Q3	$308K	Sell	940 -15	-2%	-$4.58K	0.24%	53
2020 Q2	$262K	Sell	955 -35	-4%	-$7.88K	0.25%	48
2020 Q1	$172K	Buy	990 +50	+5%	+$12K	0.2%	51
2019 Q4	$262K	Buy	+940	New	+$234K	0.25%	51

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 $3.37T AUM 44.26% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Moser Wealth Advisors's ALGN Position: Q4 2024 in Review

Moser Wealth Advisors sold out of Align Technology (ALGN) in Q4 2024, closing a stake of 65 shares — an estimated $16.5K sold.

Moser Wealth Advisors first reported a position in ALGN in Q4 2019 and held it in 12 quarters. The position peaked at $477K in Q2 2021. 723 funds tracked by Wall St. Rank hold ALGN as of Q4 2024.

Moser Wealth Advisors reported no remaining Align Technology position as of Q4 2024 after selling out during the quarter.
Moser Wealth Advisors sold 65 Align Technology shares in Q4 2024, an estimated $16.5K.
Moser Wealth Advisors first reported a position in Align Technology in Q4 2019 and held it in 12 quarters.
Moser Wealth Advisors's Align Technology position peaked at $477K in Q2 2021.
723 funds tracked by Wall St. Rank held Align Technology as of Q4 2024.

Based on Moser Wealth Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.