RWB
ALGN icon

RMR Wealth Builders’s Align Technology ALGN Stock Holding History

RMR Wealth Builders’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
-851
Closed -$216K – 257
2024
Q3 		$216K Buy
851
+11
+1% +$2.6K 0.02% 242
2024
Q2 		$203K Buy
840
+22
+3% +$6.13K 0.02% 242
2024
Q1 		$268K Hold
818
– – 0.03% 221
2023
Q4 		$224K Hold
818
– – 0.03% 215
2023
Q3 		$250K Hold
818
– – 0.04% 203
2023
Q2 		$289K Sell
818
-323
-28% -$103K 0.05% 169
2023
Q1 		$381K Hold
1,141
– – 0.07% 136
2022
Q4 		$241K Hold
1,141
– – 0.05% 167
2022
Q3 		$236K Hold
1,141
– – 0.06% 163
2022
Q2 		$270K Buy
+1,141
New +$351K 0.07% 149

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $141B AUM 30.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 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 $134B AUM 35.51% 1-Year Est. Return