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Veritable’s Align Technology ALGN Stock Holding History

Veritable’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
Q3 		– Sell
-2,124
Closed -$751K – 32
2023
Q2 		$751K Sell
2,124
-240
-10% -$76.4K 0.01% 439
2023
Q1 		$790K Buy
2,364
+426
+22% +$126K 0.01% 429
2022
Q4 		$409K Buy
1,938
+147
+8% +$29.4K 0.01% 583
2022
Q3 		$371K Buy
1,791
+103
+6% +$26.5K 0.01% 573
2022
Q2 		$399K Buy
1,688
+9
+0.5% +$2.77K 0.01% 587
2022
Q1 		$732K Sell
1,679
-54
-3% -$26.3K 0.01% 465
2021
Q4 		$1.14M Buy
1,733
+37
+2% +$23.8K 0.02% 374
2021
Q3 		$1.13M Buy
1,696
+34
+2% +$23.1K 0.02% 355
2021
Q2 		$1.01M Buy
1,662
+20
+1% +$11.8K 0.02% 378
2021
Q1 		$889K Sell
1,642
-18
-1% -$9.95K 0.02% 377
2020
Q4 		$887K Buy
1,660
+226
+16% +$102K 0.02% 365
2020
Q3 		$469K Buy
1,434
+18
+1% +$5.5K 0.01% 470
2020
Q2 		$389K Sell
1,416
-189
-12% -$42.6K 0.01% 527
2020
Q1 		$279K Buy
1,605
+90
+6% +$21.6K 0.01% 577
2019
Q4 		$423K Buy
1,515
+117
+8% +$29.2K 0.01% 567
2019
Q3 		$253K Sell
1,398
-550
-28% -$114K ﹤0.01% 697
2019
Q2 		$533K Buy
1,948
+27
+1% +$8.15K 0.01% 481
2019
Q1 		$546K Buy
1,921
+158
+9% +$37.7K 0.01% 479
2018
Q4 		$369K Buy
1,763
+100
+6% +$25.3K 0.01% 543
2018
Q3 		$651K Buy
1,663
+17
+1% +$6.27K 0.01% 441
2018
Q2 		$563K Sell
1,646
-426
-21% -$127K 0.01% 474
2018
Q1 		$520K Buy
2,072
+87
+4% +$22.3K 0.01% 488
2017
Q4 		$441K Buy
1,985
+465
+31% +$106K 0.01% 535
2017
Q3 		$283K Buy
1,520
+68
+5% +$11.6K 0.01% 622
2017
Q2 		$218K Buy
+1,452
New +$197K 0.01% 707
2015
Q2 		– Sell
-5,062
Closed -$272K – 746
2015
Q1 		$272K Buy
+5,062
New +$288K 0.01% 772

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Veritable's ALGN Position: Q3 2023 in Review

Veritable sold out of Align Technology (ALGN) in Q3 2023, closing a stake of 2,124 shares — an estimated $751K sold.

Veritable first reported a position in ALGN in Q1 2015 and held it in 26 quarters. The position peaked at $1.14M in Q4 2021. 808 funds tracked by Wall St. Rank hold ALGN as of Q3 2023.

  • Veritable reported no remaining Align Technology position as of Q3 2023 after selling out during the quarter.
  • Veritable sold 2,124 Align Technology shares in Q3 2023, an estimated $751K.
  • Veritable first reported a position in Align Technology in Q1 2015 and held it in 26 quarters.
  • Veritable's Align Technology position peaked at $1.14M in Q4 2021.
  • 808 funds tracked by Wall St. Rank held Align Technology as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.