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Toth Financial Advisory’s Align Technology ALGN Stock Holding History

Toth Financial Advisory’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
Q4 		– Sell
-20
Closed -$5.09K – 701
2024
Q3 		$5.09K Hold
20
– – ﹤0.01% 519
2024
Q2 		$4.83K Hold
20
– – ﹤0.01% 529
2024
Q1 		$6.56K Sell
20
-6
-23% -$1.76K ﹤0.01% 496
2023
Q4 		$7.12K Sell
26
-7
-21% -$1.66K ﹤0.01% 490
2023
Q3 		$10.1K Buy
33
+1
+3% +$346 ﹤0.01% 438
2023
Q2 		$11.3K Hold
32
– – ﹤0.01% 452
2023
Q1 		$10.7K Buy
32
+12
+60% +$3.54K ﹤0.01% 448
2022
Q4 		$4.22K Hold
20
– – ﹤0.01% 520
2022
Q3 		$4K Hold
20
– – ﹤0.01% 563
2022
Q2 		$5K Hold
20
– – ﹤0.01% 500
2022
Q1 		$9K Hold
20
– – ﹤0.01% 483
2021
Q4 		$13K Sell
20
-340
-94% -$219K ﹤0.01% 451
2021
Q3 		$240K Buy
+360
New +$244K 0.04% 187
2020
Q2 		– Sell
-25
Closed -$4K – 547
2020
Q1 		$4K Buy
+25
New +$5.99K ﹤0.01% 341

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Toth Financial Advisory's ALGN Position: Q4 2024 in Review

Toth Financial Advisory sold out of Align Technology (ALGN) in Q4 2024, closing a stake of 20 shares — an estimated $5.09K sold.

Toth Financial Advisory first reported a position in ALGN in Q1 2020 and held it in 14 quarters. The position peaked at $240K in Q3 2021. 723 funds tracked by Wall St. Rank hold ALGN as of Q4 2024.

  • Toth Financial Advisory reported no remaining Align Technology position as of Q4 2024 after selling out during the quarter.
  • Toth Financial Advisory sold 20 Align Technology shares in Q4 2024, an estimated $5.09K.
  • Toth Financial Advisory first reported a position in Align Technology in Q1 2020 and held it in 14 quarters.
  • Toth Financial Advisory's Align Technology position peaked at $240K in Q3 2021.
  • 723 funds tracked by Wall St. Rank held Align Technology as of Q4 2024.

Based on Toth Financial Advisory's 13F filing for Q4 2024, filed 21 Jan 2025.