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SteelPeak Wealth’s Align Technology ALGN Stock Holding History

SteelPeak 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
2024
Q4 		– Sell
-946
Closed -$241K – 570
2024
Q3 		$241K Sell
946
-1,079
-53% -$255K 0.01% 423
2024
Q2 		$489K Buy
2,025
+1,092
+117% +$304K 0.02% 309
2024
Q1 		$306K Buy
+933
New +$274K 0.02% 361

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

SteelPeak Wealth's ALGN Position: Q4 2024 in Review

SteelPeak Wealth sold out of Align Technology (ALGN) in Q4 2024, closing a stake of 946 shares — an estimated $241K sold.

SteelPeak Wealth first reported a position in ALGN in Q1 2024 and held it in 3 quarters. The position peaked at $489K in Q2 2024. 722 funds tracked by Wall St. Rank hold ALGN as of Q4 2024.

  • SteelPeak Wealth reported no remaining Align Technology position as of Q4 2024 after selling out during the quarter.
  • SteelPeak Wealth sold 946 Align Technology shares in Q4 2024, an estimated $241K.
  • SteelPeak Wealth first reported a position in Align Technology in Q1 2024 and held it in 3 quarters.
  • SteelPeak Wealth's Align Technology position peaked at $489K in Q2 2024.
  • 722 funds tracked by Wall St. Rank held Align Technology as of Q4 2024.

Based on SteelPeak Wealth's 13F filing for Q4 2024, filed 23 Jan 2025.