TC
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Telemus Capital’s Align Technology ALGN Stock Holding History

Telemus Capital’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
Q4 		$387K Buy
1,412
+3
+0.2% +$711 0.03% 260
2023
Q3 		$430K Sell
1,409
-1
-0.1% -$346 0.04% 230
2023
Q2 		$499K Buy
1,410
+386
+38% +$123K 0.04% 222
2023
Q1 		$342K Sell
1,024
-567
-36% -$167K 0.03% 254
2022
Q4 		$351K Sell
1,591
-196
-11% -$39.2K 0.03% 253
2022
Q3 		$370K Buy
1,787
+884
+98% +$228K 0.04% 235
2022
Q2 		$214K Buy
+903
New +$277K 0.02% 324
2020
Q4 		– Sell
-3,256
Closed -$1.1M – 377
2020
Q3 		$1.1M Hold
3,256
– – 0.08% 188
2020
Q2 		$890K Sell
3,256
-16
-0.5% -$3.6K 0.07% 191
2020
Q1 		$804K Buy
3,272
+33
+1% +$7.9K 0.07% 197
2019
Q4 		$904K Sell
3,239
-400
-11% -$99.7K 0.07% 189
2019
Q3 		$658K Hold
3,639
– – 0.05% 211
2019
Q2 		$685K Buy
3,639
+379
+12% +$114K 0.06% 203
2019
Q1 		$927K Buy
3,260
+13
+0.4% +$3.1K 0.07% 204
2018
Q4 		$680K Sell
3,247
-19
-0.6% -$4.8K 0.06% 226
2018
Q3 		$1.28M Hold
3,266
– – 0.1% 162
2018
Q2 		$1.12M Sell
3,266
-14
-0.4% -$4.18K 0.09% 186
2018
Q1 		$824K Sell
3,280
-345
-10% -$88.6K 0.07% 224
2017
Q4 		$805K Buy
3,625
+27
+0.8% +$6.13K 0.06% 224
2017
Q3 		$670K Buy
+3,598
New +$616K 0.08% 175

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return