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Sugarloaf Wealth Management’s Align Technology ALGN Stock Holding History

Sugarloaf Wealth Management’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
Q1 		– Sell
-52
Closed -$11K – 708
2022
Q4 		$11K Sell
52
-2
-4% -$400 ﹤0.01% 485
2022
Q3 		$12K Sell
54
-156
-74% -$40.2K ﹤0.01% 488
2022
Q2 		$50K Buy
+210
New +$64.5K 0.01% 283
2020
Q1 		– Sell
-31
Closed -$9K – 681
2019
Q4 		$9K Buy
+31
New +$7.73K ﹤0.01% 470

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sugarloaf Wealth Management's ALGN Position: Q1 2023 in Review

Sugarloaf Wealth Management sold out of Align Technology (ALGN) in Q1 2023, closing a stake of 52 shares — an estimated $11K sold.

Sugarloaf Wealth Management first reported a position in ALGN in Q4 2019 and held it in 4 quarters. The position peaked at $50K in Q2 2022. 769 funds tracked by Wall St. Rank hold ALGN as of Q1 2023.

  • Sugarloaf Wealth Management reported no remaining Align Technology position as of Q1 2023 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 52 Align Technology shares in Q1 2023, an estimated $11K.
  • Sugarloaf Wealth Management first reported a position in Align Technology in Q4 2019 and held it in 4 quarters.
  • Sugarloaf Wealth Management's Align Technology position peaked at $50K in Q2 2022.
  • 769 funds tracked by Wall St. Rank held Align Technology as of Q1 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2023, filed 26 Apr 2023.