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Waratah Capital Advisors’s Align Technology ALGN Stock Holding History

Waratah Capital 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
Q1 		– Sell
-5,925
Closed -$1.25M – 163
2022
Q4 		$1.25M Buy
+5,925
New +$1.19M 0.02% 137
2022
Q3 		– Sell
-7,399
Closed -$1.75M – 169
2022
Q2 		$1.75M Buy
+7,399
New +$2.27M 0.04% 116

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Waratah Capital Advisors's ALGN Position: Q1 2023 in Review

Waratah Capital Advisors sold out of Align Technology (ALGN) in Q1 2023, closing a stake of 5,925 shares — an estimated $1.25M sold.

Waratah Capital Advisors first reported a position in ALGN in Q2 2022 and held it in 2 quarters. The position peaked at $1.75M in Q2 2022. 769 funds tracked by Wall St. Rank hold ALGN as of Q1 2023.

  • Waratah Capital Advisors reported no remaining Align Technology position as of Q1 2023 after selling out during the quarter.
  • Waratah Capital Advisors sold 5,925 Align Technology shares in Q1 2023, an estimated $1.25M.
  • Waratah Capital Advisors first reported a position in Align Technology in Q2 2022 and held it in 2 quarters.
  • Waratah Capital Advisors's Align Technology position peaked at $1.75M in Q2 2022.
  • 769 funds tracked by Wall St. Rank held Align Technology as of Q1 2023.

Based on Waratah Capital Advisors's 13F filing for Q1 2023, filed 11 May 2023.