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Three Seasons Wealth’s Align Technology ALGN Stock Holding History

Three Seasons Wealth’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
-1,097
Closed -$342K – 88
2024
Q1 		$342K Buy
1,097
+105
+11% +$30.8K 0.24% 64
2023
Q4 		$272K Buy
992
+251
+34% +$59.5K 0.24% 70
2023
Q3 		$226K Buy
+741
New +$256K 0.22% 52

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

Three Seasons Wealth's ALGN Position: Q2 2024 in Review

Three Seasons Wealth sold out of Align Technology (ALGN) in Q2 2024, closing a stake of 1,097 shares — an estimated $342K sold.

Three Seasons Wealth first reported a position in ALGN in Q3 2023 and held it in 3 quarters. The position peaked at $342K in Q1 2024. 768 funds tracked by Wall St. Rank hold ALGN as of Q2 2024.

  • Three Seasons Wealth reported no remaining Align Technology position as of Q2 2024 after selling out during the quarter.
  • Three Seasons Wealth sold 1,097 Align Technology shares in Q2 2024, an estimated $342K.
  • Three Seasons Wealth first reported a position in Align Technology in Q3 2023 and held it in 3 quarters.
  • Three Seasons Wealth's Align Technology position peaked at $342K in Q1 2024.
  • 768 funds tracked by Wall St. Rank held Align Technology as of Q2 2024.

Based on Three Seasons Wealth's 13F filing for Q2 2024, filed 4 Apr 2025.