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Oakworth Capital’s Align Technology ALGN Stock Holding History

Oakworth 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
Q3 		– Sell
-8
Closed -$2.83K – 602
2023
Q2 		$2.83K Hold
8
– – ﹤0.01% 574
2023
Q1 		$2.67K Hold
8
– – ﹤0.01% 532
2022
Q4 		$1.69K Buy
+8
New +$1.6K ﹤0.01% 530

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Oakworth Capital's ALGN Position: Q3 2023 in Review

Oakworth Capital sold out of Align Technology (ALGN) in Q3 2023, closing a stake of 8 shares — an estimated $2.83K sold.

Oakworth Capital first reported a position in ALGN in Q4 2022 and held it in 3 quarters. The position peaked at $2.83K in Q2 2023. 808 funds tracked by Wall St. Rank hold ALGN as of Q3 2023.

  • Oakworth Capital reported no remaining Align Technology position as of Q3 2023 after selling out during the quarter.
  • Oakworth Capital sold 8 Align Technology shares in Q3 2023, an estimated $2.83K.
  • Oakworth Capital first reported a position in Align Technology in Q4 2022 and held it in 3 quarters.
  • Oakworth Capital's Align Technology position peaked at $2.83K in Q2 2023.
  • 808 funds tracked by Wall St. Rank held Align Technology as of Q3 2023.

Based on Oakworth Capital's 13F filing for Q3 2023, filed 31 Oct 2023.