VIA
ALGN icon

Vident Investment Advisory’s Align Technology ALGN Stock Holding History

Vident Investment Advisory’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
-681
Closed -$239K – 44
2023
Q2 		$239K Sell
681
-116
-15% -$36.9K 0.01% 977
2023
Q1 		$266K Buy
+797
New +$235K 0.01% 992
2022
Q2 		– Sell
-739
Closed -$318K – 1273
2022
Q1 		$318K Buy
739
+306
+71% +$149K 0.01% 1058
2021
Q4 		$286K Sell
433
-1,053
-71% -$677K 0.01% 1052
2021
Q3 		$989K Buy
1,486
+912
+159% +$619K 0.03% 678
2021
Q2 		$351K Sell
574
-1,087
-65% -$643K 0.01% 913
2021
Q1 		$900K Buy
1,661
+267
+19% +$148K 0.03% 640
2020
Q4 		$744K Buy
1,394
+429
+44% +$193K 0.03% 609
2020
Q3 		$315K Sell
965
-3,991
-81% -$1.22M 0.02% 763
2020
Q2 		$1.36M Buy
+4,956
New +$1.12M 0.07% 370
2015
Q4 		– Sell
-7,933
Closed -$450K – 388
2015
Q3 		$450K Buy
+7,933
New +$473K 0.06% 571

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

Vident Investment Advisory's ALGN Position: Q3 2023 in Review

Vident Investment Advisory sold out of Align Technology (ALGN) in Q3 2023, closing a stake of 681 shares — an estimated $239K sold.

Vident Investment Advisory first reported a position in ALGN in Q3 2015 and held it in 11 quarters. The position peaked at $1.36M in Q2 2020. 808 funds tracked by Wall St. Rank hold ALGN as of Q3 2023.

  • Vident Investment Advisory reported no remaining Align Technology position as of Q3 2023 after selling out during the quarter.
  • Vident Investment Advisory sold 681 Align Technology shares in Q3 2023, an estimated $239K.
  • Vident Investment Advisory first reported a position in Align Technology in Q3 2015 and held it in 11 quarters.
  • Vident Investment Advisory's Align Technology position peaked at $1.36M in Q2 2020.
  • 808 funds tracked by Wall St. Rank held Align Technology as of Q3 2023.

Based on Vident Investment Advisory's 13F filing for Q3 2023.