Wealth Management Associates’s Align Technology ALGN Stock Holding History

Wealth Management Associates’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
2022 Q3	–	Sell	-927	Closed	-$219K	–	175
2022 Q2	$219K	Buy	927 +350	+61%	+$108K	0.15%	157
2022 Q1	$252K	Hold	577	–	–	0.14%	163
2021 Q4	$379K	Hold	577	–	–	0.2%	128
2021 Q3	$384K	Hold	577	–	–	0.22%	118
2021 Q2	$353K	Sell	577 -3	-0.5%	-$1.78K	0.2%	130
2021 Q1	$314K	Sell	580 -263	-31%	-$145K	0.2%	123
2020 Q4	$450K	Hold	843	–	–	0.3%	88
2020 Q3	$276K	Hold	843	–	–	0.21%	119
2020 Q2	$231K	Buy	+843	New	+$190K	0.2%	126
2020 Q1	–	Sell	-811	Closed	-$226K	–	123
2019 Q4	$226K	Buy	+811	New	+$202K	0.16%	137

Other funds holding ALGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealth Management Associates's ALGN Position: Q3 2022 in Review

Wealth Management Associates sold out of Align Technology (ALGN) in Q3 2022, closing a stake of 927 shares — an estimated $219K sold.

Wealth Management Associates first reported a position in ALGN in Q4 2019 and held it in 10 quarters. The position peaked at $450K in Q4 2020. 731 funds tracked by Wall St. Rank hold ALGN as of Q3 2022.

Wealth Management Associates reported no remaining Align Technology position as of Q3 2022 after selling out during the quarter.
Wealth Management Associates sold 927 Align Technology shares in Q3 2022, an estimated $219K.
Wealth Management Associates first reported a position in Align Technology in Q4 2019 and held it in 10 quarters.
Wealth Management Associates's Align Technology position peaked at $450K in Q4 2020.
731 funds tracked by Wall St. Rank held Align Technology as of Q3 2022.

Based on Wealth Management Associates's 13F filing for Q3 2022, filed 28 May 2025.