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Plante Moran Financial Advisors’s Align Technology ALGN Stock Holding History

Plante Moran Financial 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
-1
Closed -$254 – 906
2024
Q3 		$254 Buy
+1
New +$236 ﹤0.01% 848
2024
Q1 		– Sell
-10
Closed -$2.74K – 845
2023
Q4 		$2.74K Buy
+10
New +$2.37K ﹤0.01% 697
2023
Q1 		– Sell
-1
Closed -$211 – 794
2022
Q4 		$211 Sell
1
-8
-89% -$1.6K ﹤0.01% 810
2022
Q3 		$2K Buy
9
+2
+29% +$515 ﹤0.01% 771
2022
Q2 		$2K Buy
7
+2
+40% +$614 ﹤0.01% 795
2022
Q1 		$2K Sell
5
-14
-74% -$6.81K ﹤0.01% 729
2021
Q4 		$12K Buy
19
+6
+46% +$3.86K ﹤0.01% 653
2021
Q3 		$9K Hold
13
– – ﹤0.01% 698
2021
Q2 		$8K Hold
13
– – ﹤0.01% 704
2021
Q1 		$7K Sell
13
-17
-57% -$9.4K ﹤0.01% 699
2020
Q4 		$16K Sell
30
-795
-96% -$357K ﹤0.01% 561
2020
Q3 		$270K Buy
+825
New +$252K 0.09% 121
2018
Q4 		– Sell
-8
Closed -$3K – 879
2018
Q3 		$3K Hold
8
– – ﹤0.01% 634
2018
Q2 		$3K Hold
8
– – ﹤0.01% 671
2018
Q1 		$2K Sell
8
-20
-71% -$5.14K ﹤0.01% 814
2017
Q4 		$6K Buy
28
+20
+250% +$4.54K ﹤0.01% 665
2017
Q3 		$1K Buy
+8
New +$1.37K ﹤0.01% 752
2017
Q1 		– Sell
-293
Closed -$28K – 869
2016
Q4 		$28K Buy
+293
New +$27.2K 0.02% 421
2014
Q2 		– Sell
-100
Closed -$5K – 827
2014
Q1 		$5K Buy
+100
New +$5.6K 0.01% 460

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

Plante Moran Financial Advisors's ALGN Position: Q4 2024 in Review

Plante Moran Financial Advisors sold out of Align Technology (ALGN) in Q4 2024, closing a stake of 1 share — an estimated $254 sold.

Plante Moran Financial Advisors first reported a position in ALGN in Q1 2014 and held it in 19 quarters. The position peaked at $270K in Q3 2020. 723 funds tracked by Wall St. Rank hold ALGN as of Q4 2024.

  • Plante Moran Financial Advisors reported no remaining Align Technology position as of Q4 2024 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 1 Align Technology share in Q4 2024, an estimated $254.
  • Plante Moran Financial Advisors first reported a position in Align Technology in Q1 2014 and held it in 19 quarters.
  • Plante Moran Financial Advisors's Align Technology position peaked at $270K in Q3 2020.
  • 723 funds tracked by Wall St. Rank held Align Technology as of Q4 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.