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Triad Wealth Partners’s Align Technology ALGN Stock Holding History

Triad Wealth Partners’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
Q3 		– Sell
-2
Closed -$483 – 76
2024
Q2 		$483 Buy
+2
New +$557 ﹤0.01% 919

Other funds holding ALGN

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Triad Wealth Partners's ALGN Position: Q3 2024 in Review

Triad Wealth Partners sold out of Align Technology (ALGN) in Q3 2024, closing a stake of 2 shares — an estimated $483 sold.

Triad Wealth Partners first reported a position in ALGN in Q2 2024 and held it in 1 quarter. The position peaked at $483 in Q2 2024. 733 funds tracked by Wall St. Rank hold ALGN as of Q3 2024.

  • Triad Wealth Partners reported no remaining Align Technology position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 2 Align Technology shares in Q3 2024, an estimated $483.
  • Triad Wealth Partners first reported a position in Align Technology in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Align Technology position peaked at $483 in Q2 2024.
  • 733 funds tracked by Wall St. Rank held Align Technology as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.