Simplicity Solutions’s Align Technology ALGN Stock Holding History

Simplicity Solutions’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 Q4	$244K	Sell	889 -491	-36%	-$116K	0.01%	899
2023 Q3	$421K	Sell	1,380 -6	-0.4%	-$2.07K	0.01%	647
2023 Q2	$490K	Sell	1,386 -32	-2%	-$10.2K	0.01%	670
2023 Q1	$474K	Buy	+1,418	New	+$418K	0.01%	711
2022 Q2	–	Sell	-613	Closed	-$267K	–	638
2022 Q1	$267K	Sell	613 -593	-49%	-$289K	0.03%	499
2021 Q4	$792K	Buy	1,206 +257	+27%	+$165K	0.09%	269
2021 Q3	$631K	Buy	949 +509	+116%	+$346K	0.1%	232
2021 Q2	$269K	Buy	+440	New	+$260K	0.05%	419
2018 Q4	–	Sell	-941	Closed	-$368K	–	620
2018 Q3	$368K	Buy	941 +21	+2%	+$7.75K	0.02%	329
2018 Q2	$315K	Buy	920 +34	+4%	+$10.1K	0.02%	340
2018 Q1	$223K	Buy	+886	New	+$228K	0.02%	331

Other funds holding ALGN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Simplicity Solutions's ALGN Position: Q4 2023 in Review

Simplicity Solutions reduced its Align Technology (ALGN) stake by 36% in Q4 2023, selling an estimated $116K and leaving 889 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #899.

Simplicity Solutions first reported a position in ALGN in Q1 2018 and has held it in 11 quarters since. The position peaked at $792K in Q4 2021. 788 funds tracked by Wall St. Rank hold ALGN as of Q4 2023.

Simplicity Solutions held 889 shares of Align Technology worth $244K as of Q4 2023.
Simplicity Solutions sold 491 Align Technology shares in Q4 2023, an estimated $116K.
Align Technology made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #899 holding.
Simplicity Solutions first reported a position in Align Technology in Q1 2018 and has held it in 11 quarters since.
Simplicity Solutions's Align Technology position peaked at $792K in Q4 2021.
788 funds tracked by Wall St. Rank held Align Technology as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.