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One Wealth Management Investment & Advisory Services’s Align Technology ALGN Stock Holding History

One Wealth Management Investment & Advisory Services’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
Q2 		– Sell
-824
Closed -$270K – 136
2024
Q1 		$270K Buy
+824
New +$242K 0.11% 100

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's ALGN Position: Q2 2024 in Review

One Wealth Management Investment & Advisory Services sold out of Align Technology (ALGN) in Q2 2024, closing a stake of 824 shares — an estimated $270K sold.

One Wealth Management Investment & Advisory Services first reported a position in ALGN in Q1 2024 and held it in 1 quarter. The position peaked at $270K in Q1 2024. 767 funds tracked by Wall St. Rank hold ALGN as of Q2 2024.

  • One Wealth Management Investment & Advisory Services reported no remaining Align Technology position as of Q2 2024 after selling out during the quarter.
  • One Wealth Management Investment & Advisory Services sold 824 Align Technology shares in Q2 2024, an estimated $270K.
  • One Wealth Management Investment & Advisory Services first reported a position in Align Technology in Q1 2024 and held it in 1 quarter.
  • One Wealth Management Investment & Advisory Services's Align Technology position peaked at $270K in Q1 2024.
  • 767 funds tracked by Wall St. Rank held Align Technology as of Q2 2024.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q2 2024, filed 6 Aug 2024.