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Private Advisory Group’s Align Technology ALGN Stock Holding History

Private Advisory Group’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
2023
Q2 		– Sell
-1,533
Closed -$512K – 203
2023
Q1 		$512K Buy
+1,533
New +$452K 0.11% 123
2017
Q4 		– Sell
-2,024
Closed -$377K – 126
2017
Q3 		$377K Buy
+2,024
New +$347K 0.22% 77

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Private Advisory Group's ALGN Position: Q2 2023 in Review

Private Advisory Group sold out of Align Technology (ALGN) in Q2 2023, closing a stake of 1,533 shares — an estimated $512K sold.

Private Advisory Group first reported a position in ALGN in Q3 2017 and held it in 2 quarters. The position peaked at $512K in Q1 2023. 772 funds tracked by Wall St. Rank hold ALGN as of Q2 2023.

  • Private Advisory Group reported no remaining Align Technology position as of Q2 2023 after selling out during the quarter.
  • Private Advisory Group sold 1,533 Align Technology shares in Q2 2023, an estimated $512K.
  • Private Advisory Group first reported a position in Align Technology in Q3 2017 and held it in 2 quarters.
  • Private Advisory Group's Align Technology position peaked at $512K in Q1 2023.
  • 772 funds tracked by Wall St. Rank held Align Technology as of Q2 2023.

Based on Private Advisory Group's 13F filing for Q2 2023, filed 11 Aug 2023.