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Sutton Wealth Advisors’s Align Technology ALGN Stock Holding History

Sutton Wealth Advisors’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 		$11K Hold
36
– – 0.01% 451
2023
Q2 		$12.7K Sell
36
-3
-8% -$955 0.01% 422
2023
Q1 		$13K Hold
39
– – 0.01% 370
2022
Q4 		$8.22K Sell
39
-8
-17% -$1.6K ﹤0.01% 1006
2022
Q3 		$9.73K Buy
47
+1
+2% +$257 ﹤0.01% 899
2022
Q2 		$10.9K Buy
46
+32
+229% +$9.83K ﹤0.01% 874
2022
Q1 		$6.1K Sell
14
-3
-18% -$1.46K ﹤0.01% 1060
2021
Q4 		$11.2K Buy
17
+2
+13% +$1.29K ﹤0.01% 896
2021
Q3 		$9.98K Buy
15
+1
+7% +$679 ﹤0.01% 913
2021
Q2 		$8.55K Hold
14
– – ﹤0.01% 953
2021
Q1 		$7.58K Hold
14
– – ﹤0.01% 942
2020
Q4 		$7.48K Hold
14
– – ﹤0.01% 894
2020
Q3 		$4.58K Hold
14
– – ﹤0.01% 949
2020
Q2 		$3.84K Buy
14
+8
+133% +$1.8K ﹤0.01% 970
2020
Q1 		$1.04K Sell
6
-4
-40% -$958 ﹤0.01% 1087
2019
Q4 		$2.79K Buy
10
+4
+67% +$997 ﹤0.01% 1023
2019
Q3 		$1.09K Hold
6
– – ﹤0.01% 1106
2019
Q2 		$1.64K Buy
6
+3
+100% +$906 ﹤0.01% 1071
2019
Q1 		$853 Hold
3
– – ﹤0.01% 1119
2018
Q4 		$628 Sell
3
-2
-40% -$505 ﹤0.01% 1074
2018
Q3 		$1.96K Buy
+5
New +$1.84K ﹤0.01% 995
2018
Q1 		– Sell
-54
Closed -$12K – 1125
2017
Q4 		$12K Buy
+54
New +$12.3K 0.01% 724

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Sutton Wealth Advisors's ALGN Position: Q3 2023 in Review

Sutton Wealth Advisors held its Align Technology (ALGN) position steady in Q3 2023 at 36 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #451.

Sutton Wealth Advisors first reported a position in ALGN in Q4 2017 and has held it in 22 quarters since. The position peaked at $13K in Q1 2023. 808 funds tracked by Wall St. Rank hold ALGN as of Q3 2023.

  • Sutton Wealth Advisors held 36 shares of Align Technology worth $11K as of Q3 2023.
  • Sutton Wealth Advisors left its Align Technology share count unchanged in Q3 2023.
  • Align Technology made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #451 holding.
  • Sutton Wealth Advisors first reported a position in Align Technology in Q4 2017 and has held it in 22 quarters since.
  • Sutton Wealth Advisors's Align Technology position peaked at $13K in Q1 2023.
  • 808 funds tracked by Wall St. Rank held Align Technology as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.