SIA
ALGN icon

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 $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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return