MWA
ALGN icon

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
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
State Street
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 $618B AUM 30.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return