Tradition Wealth Management’s Align Technology ALGN Stock Holding History

Tradition Wealth Management’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 Q1	–	Sell	-338	Closed	-$93K	–	418
2023 Q4	$93K	Buy	338 +199	+143%	+$47.2K	0.01%	491
2023 Q3	$42K	Sell	139 -200	-59%	-$69.1K	0.01%	643
2023 Q2	$120K	Buy	339 +201	+146%	+$64K	0.01%	413
2023 Q1	$46K	Sell	138 -159	-54%	-$46.9K	0.01%	626
2022 Q4	$63K	Sell	297 -6	-2%	-$1.2K	0.01%	478
2022 Q3	$63K	Buy	303 +132	+77%	+$34K	0.01%	457
2022 Q2	$40K	Hold	171	–	–	0.01%	497
2022 Q1	$75K	Sell	171 -27	-14%	-$13.1K	0.01%	435
2021 Q4	$130K	Buy	198 +2	+1%	+$1.29K	0.02%	353
2021 Q3	$130K	Hold	196	–	–	0.02%	326
2021 Q2	$120K	Hold	196	–	–	0.02%	364
2021 Q1	$106K	Sell	196 -20	-9%	-$11.1K	0.02%	318
2020 Q4	$115K	Buy	+216	New	+$97.1K	0.02%	288

Other funds holding ALGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Tradition Wealth Management's ALGN Position: Q1 2024 in Review

Tradition Wealth Management sold out of Align Technology (ALGN) in Q1 2024, closing a stake of 338 shares — an estimated $93K sold.

Tradition Wealth Management first reported a position in ALGN in Q4 2020 and held it in 13 quarters. The position peaked at $130K in Q4 2021. 818 funds tracked by Wall St. Rank hold ALGN as of Q1 2024.

Tradition Wealth Management reported no remaining Align Technology position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 338 Align Technology shares in Q1 2024, an estimated $93K.
Tradition Wealth Management first reported a position in Align Technology in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's Align Technology position peaked at $130K in Q4 2021.
818 funds tracked by Wall St. Rank held Align Technology as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.