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Personal CFO Solutions’s Align Technology ALGN Stock Holding History

Personal CFO Solutions’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
-1,000
Closed -$328K – 534
2024
Q1 		$328K Buy
1,000
+63
+7% +$18.5K 0.05% 372
2023
Q4 		$257K Sell
937
-435
-32% -$103K 0.04% 414
2023
Q3 		$419K Sell
1,372
-6
-0.4% -$2.07K 0.08% 231
2023
Q2 		$487K Buy
1,378
+21
+2% +$6.69K 0.1% 208
2023
Q1 		$453K Buy
1,357
+10
+0.7% +$2.95K 0.09% 210
2022
Q4 		$284K Sell
1,347
-48
-3% -$9.61K 0.06% 314
2022
Q3 		$289K Buy
1,395
+13
+0.9% +$3.35K 0.07% 258
2022
Q2 		$327K Sell
1,382
-11
-0.8% -$3.38K 0.08% 243
2022
Q1 		$607K Buy
1,393
+112
+9% +$54.5K 0.12% 161
2021
Q4 		$842K Buy
1,281
+55
+4% +$35.4K 0.16% 127
2021
Q3 		$816K Buy
1,226
+17
+1% +$11.5K 0.17% 127
2021
Q2 		$739K Sell
1,209
-99
-8% -$58.6K 0.15% 133
2021
Q1 		$708K Sell
1,308
-757
-37% -$418K 0.15% 122
2020
Q4 		$1.1M Sell
2,065
-85
-4% -$38.2K 0.27% 85
2020
Q3 		$1M Sell
2,150
-575
-21% -$176K 0.33% 54
2020
Q2 		$748K Buy
2,725
+96
+4% +$21.6K 0.22% 93
2020
Q1 		$457K Sell
2,629
-79
-3% -$18.9K 0.16% 131
2019
Q4 		$754K Buy
+2,708
New +$675K 0.22% 99

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 $3.37T AUM 44.26% 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
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Personal CFO Solutions's ALGN Position: Q2 2024 in Review

Personal CFO Solutions sold out of Align Technology (ALGN) in Q2 2024, closing a stake of 1,000 shares — an estimated $328K sold.

Personal CFO Solutions first reported a position in ALGN in Q4 2019 and held it in 18 quarters. The position peaked at $1.1M in Q4 2020. 768 funds tracked by Wall St. Rank hold ALGN as of Q2 2024.

  • Personal CFO Solutions reported no remaining Align Technology position as of Q2 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 1,000 Align Technology shares in Q2 2024, an estimated $328K.
  • Personal CFO Solutions first reported a position in Align Technology in Q4 2019 and held it in 18 quarters.
  • Personal CFO Solutions's Align Technology position peaked at $1.1M in Q4 2020.
  • 768 funds tracked by Wall St. Rank held Align Technology as of Q2 2024.

Based on Personal CFO Solutions's 13F filing for Q2 2024, filed 9 Aug 2024.