SkyOak Wealth’s Align Technology ALGN Stock Holding History

SkyOak Wealth’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 Q4	–	Sell	-1,058	Closed	-$219K	–	232
2022 Q3	$219K	Buy	1,058 +54	+5%	+$13.9K	0.08%	187
2022 Q2	$238K	Sell	1,004 -38	-4%	-$11.7K	0.08%	179
2022 Q1	$454K	Buy	1,042 +459	+79%	+$223K	0.13%	140
2021 Q4	$383K	Sell	583 -100	-15%	-$64.3K	0.1%	151
2021 Q3	$454K	Hold	683	–	–	0.12%	137
2021 Q2	$417K	Hold	683	–	–	0.11%	145
2021 Q1	$419K	Hold	683	–	–	0.12%	144
2020 Q4	$365K	Sell	683 -300	-31%	-$135K	0.11%	147
2020 Q3	$322K	Sell	983 -138	-12%	-$42.1K	0.12%	145
2020 Q2	$308K	Sell	1,121 -378	-25%	-$85.1K	0.11%	176
2020 Q1	$261K	Sell	1,499 -2,310	-61%	-$553K	0.13%	172
2019 Q4	$1.06M	Buy	+3,809	New	+$950K	0.33%	71

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

SkyOak Wealth's ALGN Position: Q4 2022 in Review

SkyOak Wealth sold out of Align Technology (ALGN) in Q4 2022, closing a stake of 1,058 shares — an estimated $219K sold.

SkyOak Wealth first reported a position in ALGN in Q4 2019 and held it in 12 quarters. The position peaked at $1.06M in Q4 2019. 710 funds tracked by Wall St. Rank hold ALGN as of Q4 2022.

SkyOak Wealth reported no remaining Align Technology position as of Q4 2022 after selling out during the quarter.
SkyOak Wealth sold 1,058 Align Technology shares in Q4 2022, an estimated $219K.
SkyOak Wealth first reported a position in Align Technology in Q4 2019 and held it in 12 quarters.
SkyOak Wealth's Align Technology position peaked at $1.06M in Q4 2019.
710 funds tracked by Wall St. Rank held Align Technology as of Q4 2022.

Based on SkyOak Wealth's 13F filing for Q4 2022, filed 26 Jan 2023.