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Operose Advisors’s Align Technology ALGN Stock Holding History

Operose 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
-78
Closed -$19.8K – 436
2024
Q3 		$19.8K Hold
78
– – 0.01% 407
2024
Q2 		$18.8K Hold
78
– – 0.01% 365
2024
Q1 		$25.6K Sell
78
-112
-59% -$32.9K 0.01% 346
2023
Q4 		$52.1K Sell
190
-15
-7% -$3.56K 0.02% 218
2023
Q3 		$62.6K Buy
+205
New +$70.8K 0.02% 266

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 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 $2.3T AUM 54.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Operose Advisors's ALGN Position: Q4 2024 in Review

Operose Advisors sold out of Align Technology (ALGN) in Q4 2024, closing a stake of 78 shares — an estimated $19.8K sold.

Operose Advisors first reported a position in ALGN in Q3 2023 and held it in 5 quarters. The position peaked at $62.6K in Q3 2023. 723 funds tracked by Wall St. Rank hold ALGN as of Q4 2024.

  • Operose Advisors reported no remaining Align Technology position as of Q4 2024 after selling out during the quarter.
  • Operose Advisors sold 78 Align Technology shares in Q4 2024, an estimated $19.8K.
  • Operose Advisors first reported a position in Align Technology in Q3 2023 and held it in 5 quarters.
  • Operose Advisors's Align Technology position peaked at $62.6K in Q3 2023.
  • 723 funds tracked by Wall St. Rank held Align Technology as of Q4 2024.

Based on Operose Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.