WAG
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Wallace Advisory Group’s Align Technology ALGN Stock Holding History

Wallace 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
2023
Q4 		– Sell
-612
Closed -$216K – 165
2023
Q3 		$216K Sell
612
-4
-0.6% -$1.38K 0.16% 159
2023
Q2 		$206K Hold
616
– – 0.16% 159
2023
Q1 		$206K Buy
+616
New +$182K 0.16% 159

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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Wallace Advisory Group's ALGN Position: Q4 2023 in Review

Wallace Advisory Group sold out of Align Technology (ALGN) in Q4 2023, closing a stake of 612 shares — an estimated $216K sold.

Wallace Advisory Group first reported a position in ALGN in Q1 2023 and held it in 3 quarters. The position peaked at $216K in Q3 2023. 789 funds tracked by Wall St. Rank hold ALGN as of Q4 2023.

  • Wallace Advisory Group reported no remaining Align Technology position as of Q4 2023 after selling out during the quarter.
  • Wallace Advisory Group sold 612 Align Technology shares in Q4 2023, an estimated $216K.
  • Wallace Advisory Group first reported a position in Align Technology in Q1 2023 and held it in 3 quarters.
  • Wallace Advisory Group's Align Technology position peaked at $216K in Q3 2023.
  • 789 funds tracked by Wall St. Rank held Align Technology as of Q4 2023.

Based on Wallace Advisory Group's 13F filing for Q4 2023, filed 9 Jan 2024.