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WealthPLAN Partners’s Align Technology ALGN Stock Holding History

WealthPLAN Partners’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
Q2 		– Sell
-35
Closed -$11.7K – 1260
2023
Q1 		$11.7K Buy
+35
New +$10.3K ﹤0.01% 826
2018
Q3 		– Sell
-853
Closed -$292K – 255
2018
Q2 		$292K Sell
853
-518
-38% -$155K 0.06% 192
2018
Q1 		$344K Buy
+1,371
New +$352K 0.08% 187
2016
Q3 		$26.8K Buy
+300
New +$27.1K 0.01% 431

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 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

WealthPLAN Partners's ALGN Position: Q2 2023 in Review

WealthPLAN Partners sold out of Align Technology (ALGN) in Q2 2023, closing a stake of 35 shares — an estimated $11.7K sold.

WealthPLAN Partners first reported a position in ALGN in Q3 2016 and held it in 4 quarters. The position peaked at $344K in Q1 2018. 772 funds tracked by Wall St. Rank hold ALGN as of Q2 2023.

  • WealthPLAN Partners reported no remaining Align Technology position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 35 Align Technology shares in Q2 2023, an estimated $11.7K.
  • WealthPLAN Partners first reported a position in Align Technology in Q3 2016 and held it in 4 quarters.
  • WealthPLAN Partners's Align Technology position peaked at $344K in Q1 2018.
  • 772 funds tracked by Wall St. Rank held Align Technology as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.