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Steward Financial Group’s Align Technology ALGN Stock Holding History

Steward Financial Group’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 		$8K Buy
+28
New +$9.68K ﹤0.01% 426
2023
Q2 		– Sell
-9
Closed -$3K – 431
2023
Q1 		$3K Buy
9
+8
+800% +$2.36K ﹤0.01% 383
2022
Q4 		$0 Buy
+1
New +$200 ﹤0.01% 528
2022
Q3 		– Sell
-2
Closed – – 98
2022
Q2 		$0 Sell
2
-31
-94% -$9.52K ﹤0.01% 952
2022
Q1 		$14K Buy
+33
New +$16.1K 0.01% 183

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Steward Financial Group's ALGN Position: Q3 2023 in Review

Steward Financial Group opened a new position in Align Technology (ALGN) in Q3 2023: 28 shares worth $8K. The stake represents ﹤0.01% of the portfolio and ranks #426 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in ALGN as recently as Q1 2023.

Steward Financial Group first reported a position in ALGN in Q1 2022 and has held it in 5 quarters since. The position peaked at $14K in Q1 2022. 808 funds tracked by Wall St. Rank hold ALGN as of Q3 2023.

  • Steward Financial Group held 28 shares of Align Technology worth $8K as of Q3 2023.
  • Align Technology was a new Steward Financial Group position in Q3 2023.
  • Align Technology made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #426 holding.
  • Steward Financial Group first reported a position in Align Technology in Q1 2022 and has held it in 5 quarters since.
  • Steward Financial Group's Align Technology position peaked at $14K in Q1 2022.
  • 808 funds tracked by Wall St. Rank held Align Technology as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.