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SYSTM Wealth Solutions’s Align Technology ALGN Stock Holding History

SYSTM Wealth Solutions’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
Q3 		– Sell
-7,152
Closed -$1.73M – 108
2024
Q2 		$1.73M Sell
7,152
-137
-2% -$38.1K 0.39% 84
2024
Q1 		$2.39M Sell
7,289
-1,101
-13% -$323K 0.3% 98
2023
Q4 		$2.3M Buy
8,390
+3,702
+79% +$878K 0.32% 91
2023
Q3 		$1.43M Buy
4,688
+14
+0.3% +$4.84K 0.22% 126
2023
Q2 		$1.65M Buy
4,674
+357
+8% +$114K 0.22% 123
2023
Q1 		$1.44M Sell
4,317
-3,039
-41% -$897K 0.22% 121
2022
Q4 		$1.55M Buy
+7,356
New +$1.47M 0.19% 148

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SYSTM Wealth Solutions's ALGN Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Align Technology (ALGN) in Q3 2024, closing a stake of 7,152 shares — an estimated $1.73M sold.

SYSTM Wealth Solutions first reported a position in ALGN in Q4 2022 and held it in 7 quarters. The position peaked at $2.39M in Q1 2024. 733 funds tracked by Wall St. Rank hold ALGN as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Align Technology position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 7,152 Align Technology shares in Q3 2024, an estimated $1.73M.
  • SYSTM Wealth Solutions first reported a position in Align Technology in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Align Technology position peaked at $2.39M in Q1 2024.
  • 733 funds tracked by Wall St. Rank held Align Technology as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.