SFMG Wealth Advisors’s Align Technology ALGN Stock Holding History

SFMG Wealth 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
2023 Q3	–	Sell	-594	Closed	-$210K	–	256
2023 Q2	$210K	Sell	594 -144	-20%	-$45.9K	0.02%	224
2023 Q1	$247K	Buy	+738	New	+$218K	0.03%	207
2022 Q4	–	Sell	-1,000	Closed	-$208K	–	265
2022 Q3	$208K	Hold	1,000	–	–	0.02%	216
2022 Q2	$237K	Sell	1,000 -4	-0.4%	-$1.23K	0.03%	207
2022 Q1	$438K	Sell	1,004 -3	-0.3%	-$1.46K	0.04%	154
2021 Q4	$662K	Sell	1,007 -2	-0.2%	-$1.29K	0.06%	128
2021 Q3	$671K	Buy	1,009 +5	+0.5%	+$3.4K	0.07%	113
2021 Q2	$613K	Buy	1,004 +4	+0.4%	+$2.37K	0.07%	123
2021 Q1	$542K	Hold	1,000	–	–	0.06%	134
2020 Q4	$534K	Hold	1,000	–	–	0.07%	122
2020 Q3	$327K	Hold	1,000	–	–	0.05%	134
2020 Q2	$274K	Buy	+1,000	New	+$225K	0.04%	129
2020 Q1	–	Sell	-1,000	Closed	-$279K	–	147
2019 Q4	$279K	Buy	+1,000	New	+$249K	0.03%	134
2019 Q2	–	Sell	-1,000	Closed	-$284K	–	157
2019 Q1	$284K	Hold	1,000	–	–	0.04%	116
2018 Q4	$209K	Hold	1,000	–	–	0.03%	126
2018 Q3	$230K	Hold	1,000	–	–	0.04%	121
2018 Q2	$342K	Hold	1,000	–	–	0.06%	97
2018 Q1	$251K	Hold	1,000	–	–	0.04%	116
2017 Q4	$222K	Buy	+1,000	New	+$227K	0.04%	127

Other funds holding ALGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

SFMG Wealth Advisors's ALGN Position: Q3 2023 in Review

SFMG Wealth Advisors sold out of Align Technology (ALGN) in Q3 2023, closing a stake of 594 shares — an estimated $210K sold.

SFMG Wealth Advisors first reported a position in ALGN in Q4 2017 and held it in 19 quarters. The position peaked at $671K in Q3 2021. 808 funds tracked by Wall St. Rank hold ALGN as of Q3 2023.

SFMG Wealth Advisors reported no remaining Align Technology position as of Q3 2023 after selling out during the quarter.
SFMG Wealth Advisors sold 594 Align Technology shares in Q3 2023, an estimated $210K.
SFMG Wealth Advisors first reported a position in Align Technology in Q4 2017 and held it in 19 quarters.
SFMG Wealth Advisors's Align Technology position peaked at $671K in Q3 2021.
808 funds tracked by Wall St. Rank held Align Technology as of Q3 2023.

Based on SFMG Wealth Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.