V Wealth Advisors’s Align Technology ALGN Stock Holding History

V Wealth Advisors’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 Q2	–	Sell	-1,029	Closed	-$344K	–	385
2023 Q1	$344K	Hold	1,029	–	–	0.06%	257
2022 Q4	$217K	Buy	+1,029	New	+$206K	0.04%	331
2022 Q2	–	Sell	-500	Closed	-$218K	–	406
2022 Q1	$218K	Hold	500	–	–	0.03%	409
2021 Q4	$329K	Hold	500	–	–	0.05%	338
2021 Q3	$333K	Hold	500	–	–	0.05%	340
2021 Q2	$306K	Hold	500	–	–	0.05%	365
2021 Q1	$271K	Sell	500 -3	-0.6%	-$1.66K	0.05%	350
2020 Q4	$269K	Buy	+503	New	+$226K	0.06%	315
2019 Q1	–	Sell	-1,427	Closed	-$558K	–	257
2018 Q4	$558K	Hold	1,427	–	–	0.28%	90
2018 Q3	$558K	Buy	+1,427	New	+$526K	0.26%	103

Other funds holding ALGN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

V Wealth Advisors's ALGN Position: Q2 2023 in Review

V Wealth Advisors sold out of Align Technology (ALGN) in Q2 2023, closing a stake of 1,029 shares — an estimated $344K sold.

V Wealth Advisors first reported a position in ALGN in Q3 2018 and held it in 10 quarters. The position peaked at $558K in Q4 2018. 772 funds tracked by Wall St. Rank hold ALGN as of Q2 2023.

V Wealth Advisors reported no remaining Align Technology position as of Q2 2023 after selling out during the quarter.
V Wealth Advisors sold 1,029 Align Technology shares in Q2 2023, an estimated $344K.
V Wealth Advisors first reported a position in Align Technology in Q3 2018 and held it in 10 quarters.
V Wealth Advisors's Align Technology position peaked at $558K in Q4 2018.
772 funds tracked by Wall St. Rank held Align Technology as of Q2 2023.

Based on V Wealth Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.