SWM
ALGN icon

SeaCrest Wealth Management’s Align Technology ALGN Stock Holding History

SeaCrest Wealth Management’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
2022
Q3 		– Sell
-93
Closed -$22K – 650
2022
Q2 		$22K Buy
+93
New +$28.6K ﹤0.01% 1442
2020
Q3 		– Sell
-2,318
Closed -$636K – 582
2020
Q2 		$636K Sell
2,318
-64
-3% -$14.4K 0.11% 213
2020
Q1 		$414K Sell
2,382
-249
-9% -$59.6K 0.09% 244
2019
Q4 		$734K Sell
2,631
-227
-8% -$56.6K 0.12% 191
2019
Q3 		$517K Buy
2,858
+1,333
+87% +$277K 0.1% 252
2019
Q2 		$417K Sell
1,525
-34
-2% -$10.3K 0.08% 285
2019
Q1 		$443K Sell
1,559
-37
-2% -$8.83K 0.08% 259
2018
Q4 		$334K Buy
1,596
+1,521
+2,028% +$384K 0.07% 295
2018
Q3 		$29K Sell
75
-55
-42% -$20.3K ﹤0.01% 1219
2018
Q2 		$44K Sell
130
-455
-78% -$136K 0.01% 1033
2018
Q1 		$147K Buy
585
+376
+180% +$96.6K 0.03% 580
2017
Q4 		$46K Buy
+209
New +$47.5K 0.01% 991

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 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
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SeaCrest Wealth Management's ALGN Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Align Technology (ALGN) in Q3 2022, closing a stake of 93 shares — an estimated $22K sold.

SeaCrest Wealth Management first reported a position in ALGN in Q4 2017 and held it in 12 quarters. The position peaked at $734K in Q4 2019. 731 funds tracked by Wall St. Rank hold ALGN as of Q3 2022.

  • SeaCrest Wealth Management reported no remaining Align Technology position as of Q3 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 93 Align Technology shares in Q3 2022, an estimated $22K.
  • SeaCrest Wealth Management first reported a position in Align Technology in Q4 2017 and held it in 12 quarters.
  • SeaCrest Wealth Management's Align Technology position peaked at $734K in Q4 2019.
  • 731 funds tracked by Wall St. Rank held Align Technology as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.