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TCI Wealth Advisors’s Align Technology ALGN Stock Holding History

TCI 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
Q2 		– Sell
-162
Closed -$54.1K – 274
2023
Q1 		$54.1K Sell
162
-19
-10% -$5.61K 0.01% 413
2022
Q4 		$38.2K Buy
181
+135
+293% +$27K 0.01% 479
2022
Q3 		$10K Buy
46
+22
+92% +$5.66K ﹤0.01% 983
2022
Q2 		$6K Sell
24
-7
-23% -$2.15K ﹤0.01% 1314
2022
Q1 		$14K Sell
31
-38
-55% -$18.5K ﹤0.01% 864
2021
Q4 		$45K Sell
69
-4
-5% -$2.57K 0.01% 437
2021
Q3 		$49K Buy
73
+30
+70% +$20.4K 0.01% 424
2021
Q2 		$26K Buy
43
+5
+13% +$2.96K ﹤0.01% 542
2021
Q1 		$21K Buy
38
+11
+41% +$6.08K 0.01% 554
2020
Q4 		$14K Buy
27
+7
+35% +$3.15K 0.01% 564
2020
Q3 		$7K Buy
20
+3
+18% +$916 ﹤0.01% 658
2020
Q2 		$5K Sell
17
-5
-23% -$1.13K ﹤0.01% 718
2020
Q1 		$4K Buy
22
+3
+16% +$718 ﹤0.01% 750
2019
Q4 		$5K Buy
19
+6
+46% +$1.5K ﹤0.01% 838
2019
Q3 		$2K Sell
13
-1
-7% -$208 ﹤0.01% 1025
2019
Q2 		$4K Hold
14
– – ﹤0.01% 797
2019
Q1 		$4K Buy
14
+6
+75% +$1.43K ﹤0.01% 825
2018
Q4 		$2K Buy
+8
New +$2.02K ﹤0.01% 957
2018
Q3 		– Sell
-12
Closed -$4K – 1455
2018
Q2 		$4K Buy
+12
New +$3.58K ﹤0.01% 817
2017
Q3 		– Sell
-44
Closed -$7K – 1316
2017
Q2 		$7K Buy
+44
New +$5.97K ﹤0.01% 654
2016
Q4 		– Sell
-28
Closed -$3K – 1344
2016
Q3 		$3K Buy
+28
New +$2.53K ﹤0.01% 838

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 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

TCI Wealth Advisors's ALGN Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Align Technology (ALGN) in Q2 2023, closing a stake of 162 shares — an estimated $54.1K sold.

TCI Wealth Advisors first reported a position in ALGN in Q3 2016 and held it in 21 quarters. The position peaked at $54.1K in Q1 2023. 772 funds tracked by Wall St. Rank hold ALGN as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Align Technology position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 162 Align Technology shares in Q2 2023, an estimated $54.1K.
  • TCI Wealth Advisors first reported a position in Align Technology in Q3 2016 and held it in 21 quarters.
  • TCI Wealth Advisors's Align Technology position peaked at $54.1K in Q1 2023.
  • 772 funds tracked by Wall St. Rank held Align Technology as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.