Mountain Capital Investment Advisors’s Align Technology ALGN Stock Holding History

Mountain Capital Investment 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
2022 Q4	–	Sell	-1,596	Closed	-$327K	–	78
2022 Q3	$327K	Buy	+1,596	New	+$411K	0.17%	80
2022 Q2	–	Sell	-1,709	Closed	-$700K	–	79
2022 Q1	$700K	Buy	1,709 +111	+7%	+$54K	0.33%	73
2021 Q4	$894K	Buy	1,598 +324	+25%	+$208K	0.41%	85
2021 Q3	$820K	Sell	1,274 -63	-5%	-$42.8K	0.43%	86
2021 Q2	$825K	Sell	1,337 -148	-10%	-$87.6K	0.38%	84
2021 Q1	$885K	Sell	1,485 -675	-31%	-$373K	0.44%	87
2020 Q4	$1.2M	Sell	2,160 -599	-22%	-$269K	0.73%	36
2020 Q3	$926K	Buy	+2,759	New	+$842K	0.6%	63

Other funds holding ALGN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Mountain Capital Investment Advisors's ALGN Position: Q4 2022 in Review

Mountain Capital Investment Advisors sold out of Align Technology (ALGN) in Q4 2022, closing a stake of 1,596 shares — an estimated $327K sold.

Mountain Capital Investment Advisors first reported a position in ALGN in Q3 2020 and held it in 8 quarters. The position peaked at $1.2M in Q4 2020. 710 funds tracked by Wall St. Rank hold ALGN as of Q4 2022.

Mountain Capital Investment Advisors reported no remaining Align Technology position as of Q4 2022 after selling out during the quarter.
Mountain Capital Investment Advisors sold 1,596 Align Technology shares in Q4 2022, an estimated $327K.
Mountain Capital Investment Advisors first reported a position in Align Technology in Q3 2020 and held it in 8 quarters.
Mountain Capital Investment Advisors's Align Technology position peaked at $1.2M in Q4 2020.
710 funds tracked by Wall St. Rank held Align Technology as of Q4 2022.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.