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Values First Advisors’s Align Technology ALGN Stock Holding History

Values First 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
-10
Closed -$3.18K – 172
2023
Q1 		$3.18K Buy
+10
New +$2.95K ﹤0.01% 266

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Values First Advisors's ALGN Position: Q2 2023 in Review

Values First Advisors sold out of Align Technology (ALGN) in Q2 2023, closing a stake of 10 shares — an estimated $3.18K sold.

Values First Advisors first reported a position in ALGN in Q1 2023 and held it in 1 quarter. The position peaked at $3.18K in Q1 2023. 772 funds tracked by Wall St. Rank hold ALGN as of Q2 2023.

  • Values First Advisors reported no remaining Align Technology position as of Q2 2023 after selling out during the quarter.
  • Values First Advisors sold 10 Align Technology shares in Q2 2023, an estimated $3.18K.
  • Values First Advisors first reported a position in Align Technology in Q1 2023 and held it in 1 quarter.
  • Values First Advisors's Align Technology position peaked at $3.18K in Q1 2023.
  • 772 funds tracked by Wall St. Rank held Align Technology as of Q2 2023.

Based on Values First Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.