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VisionPoint Advisory Group’s Align Technology ALGN Stock Holding History

VisionPoint Advisory Group’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
Q2 		– Sell
-62
Closed -$20.3K – 814
2024
Q1 		$20.3K Buy
62
+8
+15% +$2.35K 0.01% 378
2023
Q4 		$14.8K Buy
54
+4
+8% +$948 0.01% 383
2023
Q3 		$15.3K Buy
50
+36
+257% +$12.4K 0.01% 407
2023
Q2 		$4.95K Buy
+14
New +$4.46K ﹤0.01% 451

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

VisionPoint Advisory Group's ALGN Position: Q2 2024 in Review

VisionPoint Advisory Group sold out of Align Technology (ALGN) in Q2 2024, closing a stake of 62 shares — an estimated $20.3K sold.

VisionPoint Advisory Group first reported a position in ALGN in Q2 2023 and held it in 4 quarters. The position peaked at $20.3K in Q1 2024. 768 funds tracked by Wall St. Rank hold ALGN as of Q2 2024.

  • VisionPoint Advisory Group reported no remaining Align Technology position as of Q2 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 62 Align Technology shares in Q2 2024, an estimated $20.3K.
  • VisionPoint Advisory Group first reported a position in Align Technology in Q2 2023 and held it in 4 quarters.
  • VisionPoint Advisory Group's Align Technology position peaked at $20.3K in Q1 2024.
  • 768 funds tracked by Wall St. Rank held Align Technology as of Q2 2024.

Based on VisionPoint Advisory Group's 13F filing for Q2 2024, filed 1 Aug 2024.