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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

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return