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Opal Wealth Advisors’s Align Technology ALGN Stock Holding History

Opal 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
Q3 		– Sell
-11
Closed -$2.66K – 224
2024
Q2 		$2.66K Buy
+11
New +$3.06K ﹤0.01% 920

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Opal Wealth Advisors's ALGN Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Align Technology (ALGN) in Q3 2024, closing a stake of 11 shares — an estimated $2.66K sold.

Opal Wealth Advisors first reported a position in ALGN in Q2 2024 and held it in 1 quarter. The position peaked at $2.66K in Q2 2024. 733 funds tracked by Wall St. Rank hold ALGN as of Q3 2024.

  • Opal Wealth Advisors reported no remaining Align Technology position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 11 Align Technology shares in Q3 2024, an estimated $2.66K.
  • Opal Wealth Advisors first reported a position in Align Technology in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's Align Technology position peaked at $2.66K in Q2 2024.
  • 733 funds tracked by Wall St. Rank held Align Technology as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.