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Thoroughbred Financial Services’s Align Technology ALGN Stock Holding History

Thoroughbred Financial Services’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 		– Sell
-658
Closed -$200K – 600
2023
Q3 		$200K Buy
+658
New +$227K 0.02% 549

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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Thoroughbred Financial Services's ALGN Position: Q4 2023 in Review

Thoroughbred Financial Services sold out of Align Technology (ALGN) in Q4 2023, closing a stake of 658 shares — an estimated $200K sold.

Thoroughbred Financial Services first reported a position in ALGN in Q3 2023 and held it in 1 quarter. The position peaked at $200K in Q3 2023. 789 funds tracked by Wall St. Rank hold ALGN as of Q4 2023.

  • Thoroughbred Financial Services reported no remaining Align Technology position as of Q4 2023 after selling out during the quarter.
  • Thoroughbred Financial Services sold 658 Align Technology shares in Q4 2023, an estimated $200K.
  • Thoroughbred Financial Services first reported a position in Align Technology in Q3 2023 and held it in 1 quarter.
  • Thoroughbred Financial Services's Align Technology position peaked at $200K in Q3 2023.
  • 789 funds tracked by Wall St. Rank held Align Technology as of Q4 2023.

Based on Thoroughbred Financial Services's 13F filing for Q4 2023, filed 9 Feb 2024.