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Tectonic Advisors’s Align Technology ALGN Stock Holding History

Tectonic 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
2024
Q2 		– Sell
-771
Closed -$253K – 301
2024
Q1 		$253K Buy
+771
New +$226K 0.02% 286
2023
Q3 		– Sell
-630
Closed -$223K – 277
2023
Q2 		$223K Buy
+630
New +$201K 0.03% 235
2022
Q2 		– Sell
-592
Closed -$258K – 214
2022
Q1 		$258K Hold
592
– – 0.04% 179
2021
Q4 		$389K Hold
592
– – 0.07% 140
2021
Q3 		$394K Hold
592
– – 0.08% 139
2021
Q2 		$362K Sell
592
-100
-14% -$59.2K 0.07% 129
2021
Q1 		$375K Sell
692
-638
-48% -$353K 0.09% 122
2020
Q4 		$711K Buy
+1,330
New +$598K 0.19% 78

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Tectonic Advisors's ALGN Position: Q2 2024 in Review

Tectonic Advisors sold out of Align Technology (ALGN) in Q2 2024, closing a stake of 771 shares — an estimated $253K sold.

Tectonic Advisors first reported a position in ALGN in Q4 2020 and held it in 8 quarters. The position peaked at $711K in Q4 2020. 768 funds tracked by Wall St. Rank hold ALGN as of Q2 2024.

  • Tectonic Advisors reported no remaining Align Technology position as of Q2 2024 after selling out during the quarter.
  • Tectonic Advisors sold 771 Align Technology shares in Q2 2024, an estimated $253K.
  • Tectonic Advisors first reported a position in Align Technology in Q4 2020 and held it in 8 quarters.
  • Tectonic Advisors's Align Technology position peaked at $711K in Q4 2020.
  • 768 funds tracked by Wall St. Rank held Align Technology as of Q2 2024.

Based on Tectonic Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.