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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 $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
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 40.91% 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

RMR Wealth Builders's ALGN Position: Q4 2024 in Review

RMR Wealth Builders sold out of Align Technology (ALGN) in Q4 2024, closing a stake of 851 shares — an estimated $216K sold.

RMR Wealth Builders first reported a position in ALGN in Q2 2022 and held it in 10 quarters. The position peaked at $381K in Q1 2023. 723 funds tracked by Wall St. Rank hold ALGN as of Q4 2024.

  • RMR Wealth Builders reported no remaining Align Technology position as of Q4 2024 after selling out during the quarter.
  • RMR Wealth Builders sold 851 Align Technology shares in Q4 2024, an estimated $216K.
  • RMR Wealth Builders first reported a position in Align Technology in Q2 2022 and held it in 10 quarters.
  • RMR Wealth Builders's Align Technology position peaked at $381K in Q1 2023.
  • 723 funds tracked by Wall St. Rank held Align Technology as of Q4 2024.

Based on RMR Wealth Builders's 13F filing for Q4 2024, filed 10 Jan 2025.