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Prospera Financial Services’s Align Technology ALGN Stock Holding History

Prospera Financial Services’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
-1,145
Closed -$291K – 1137
2024
Q3 		$291K Sell
1,145
-32
-3% -$7.55K 0.01% 933
2024
Q2 		$284K Sell
1,177
-350
-23% -$97.4K 0.01% 942
2024
Q1 		$501K Buy
+1,527
New +$448K 0.01% 713
2023
Q2 		– Sell
-4,328
Closed -$1.45M – 1009
2023
Q1 		$1.45M Buy
+4,328
New +$1.28M 0.06% 326
2022
Q3 		– Sell
-827
Closed -$196K – 854
2022
Q2 		$196K Buy
827
+87
+12% +$26.7K 0.01% 742
2022
Q1 		$323K Sell
740
-6
-0.8% -$2.92K 0.01% 723
2021
Q4 		$491K Sell
746
-7,876
-91% -$5.06M 0.02% 580
2021
Q3 		$5.74M Buy
8,622
+116
+1% +$78.8K 0.29% 80
2021
Q2 		$5.2M Buy
8,506
+1,015
+14% +$601K 0.26% 90
2021
Q1 		$4.06M Buy
7,491
+1,876
+33% +$1.04M 0.24% 94
2020
Q4 		$3M Buy
5,615
+5,201
+1,256% +$2.34M 0.21% 116
2020
Q3 		$136K Buy
+414
New +$126K 0.05% 325
2019
Q3 		– Sell
-821
Closed -$225K – 543
2019
Q2 		$225K Buy
821
+12
+1% +$3.62K 0.03% 469
2019
Q1 		$237K Buy
+809
New +$193K 0.08% 275

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Prospera Financial Services's ALGN Position: Q4 2024 in Review

Prospera Financial Services sold out of Align Technology (ALGN) in Q4 2024, closing a stake of 1,145 shares — an estimated $291K sold.

Prospera Financial Services first reported a position in ALGN in Q1 2019 and held it in 14 quarters. The position peaked at $5.74M in Q3 2021. 722 funds tracked by Wall St. Rank hold ALGN as of Q4 2024.

  • Prospera Financial Services reported no remaining Align Technology position as of Q4 2024 after selling out during the quarter.
  • Prospera Financial Services sold 1,145 Align Technology shares in Q4 2024, an estimated $291K.
  • Prospera Financial Services first reported a position in Align Technology in Q1 2019 and held it in 14 quarters.
  • Prospera Financial Services's Align Technology position peaked at $5.74M in Q3 2021.
  • 722 funds tracked by Wall St. Rank held Align Technology as of Q4 2024.

Based on Prospera Financial Services's 13F filing for Q4 2024, filed 13 Feb 2025.