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Schechter Investment Advisors’s Align Technology ALGN Stock Holding History

Schechter Investment 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
Q2 		– Sell
-1,491
Closed -$489K – 650
2024
Q1 		$489K Sell
1,491
-49
-3% -$14.4K 0.04% 378
2023
Q4 		$422K Sell
1,540
-1,121
-42% -$266K 0.04% 388
2023
Q3 		$812K Sell
2,661
-146
-5% -$50.5K 0.08% 255
2023
Q2 		$993K Buy
2,807
+182
+7% +$58K 0.09% 242
2023
Q1 		$877K Buy
2,625
+99
+4% +$29.2K 0.08% 284
2022
Q4 		$533K Sell
2,526
-25
-1% -$5K 0.05% 486
2022
Q3 		$528K Sell
2,551
-100
-4% -$25.7K 0.05% 494
2022
Q2 		$628K Buy
2,651
+214
+9% +$65.7K 0.06% 452
2022
Q1 		$1.06M Sell
2,437
-455
-16% -$221K 0.1% 287
2021
Q4 		$1.9M Buy
+2,892
New +$1.86M 0.17% 127

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Schechter Investment Advisors's ALGN Position: Q2 2024 in Review

Schechter Investment Advisors sold out of Align Technology (ALGN) in Q2 2024, closing a stake of 1,491 shares — an estimated $489K sold.

Schechter Investment Advisors first reported a position in ALGN in Q4 2021 and held it in 10 quarters. The position peaked at $1.9M in Q4 2021. 768 funds tracked by Wall St. Rank hold ALGN as of Q2 2024.

  • Schechter Investment Advisors reported no remaining Align Technology position as of Q2 2024 after selling out during the quarter.
  • Schechter Investment Advisors sold 1,491 Align Technology shares in Q2 2024, an estimated $489K.
  • Schechter Investment Advisors first reported a position in Align Technology in Q4 2021 and held it in 10 quarters.
  • Schechter Investment Advisors's Align Technology position peaked at $1.9M in Q4 2021.
  • 768 funds tracked by Wall St. Rank held Align Technology as of Q2 2024.

Based on Schechter Investment Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.