Surevest’s Align Technology ALGN Stock Holding History

Surevest’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 Q3	–	Sell	-2	Closed	–	–	512
2022 Q2	$0	Hold	2	–	–	﹤0.01%	553
2022 Q1	$1K	Hold	2	–	–	﹤0.01%	427
2021 Q4	$1K	Buy	+2	New	+$1.29K	﹤0.01%	436

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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

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

Surevest's ALGN Position: Q3 2022 in Review

Surevest sold out of Align Technology (ALGN) in Q3 2022, closing a stake of 2 shares.

Surevest first reported a position in ALGN in Q4 2021 and held it in 3 quarters. The position peaked at $1K in Q1 2022. 730 funds tracked by Wall St. Rank hold ALGN as of Q3 2022.

Surevest reported no remaining Align Technology position as of Q3 2022 after selling out during the quarter.
Surevest sold 2 Align Technology shares in Q3 2022.
Surevest first reported a position in Align Technology in Q4 2021 and held it in 3 quarters.
Surevest's Align Technology position peaked at $1K in Q1 2022.
730 funds tracked by Wall St. Rank held Align Technology as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.