WCF
ALGN icon

West Coast Financial’s Align Technology ALGN Stock Holding History

West Coast Financial’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
Q4 		– Sell
-20,996
Closed -$4.35M – 128
2022
Q3 		$4.35M Sell
20,996
-171
-0.8% -$44K 0.8% 46
2022
Q2 		$5.01M Sell
21,167
-689
-3% -$212K 0.89% 42
2022
Q1 		$9.53M Buy
21,856
+3,521
+19% +$1.71M 1.46% 20
2021
Q4 		$12M Sell
18,335
-1,104
-6% -$710K 1.72% 15
2021
Q3 		$12.9M Sell
19,439
-1,876
-9% -$1.27M 2.08% 7
2021
Q2 		$13M Sell
21,315
-941
-4% -$557K 2.12% 8
2021
Q1 		$12.1M Sell
22,256
-534
-2% -$295K 2.09% 10
2020
Q4 		$12.2M Sell
22,790
-5,165
-18% -$2.32M 2.34% 5
2020
Q3 		$9.15M Sell
27,955
-845
-3% -$258K 2.07% 10
2020
Q2 		$7.9M Sell
28,800
-13,699
-32% -$3.09M 1.93% 12
2020
Q1 		$7.39M Buy
+42,499
New +$10.2M 1.97% 16

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
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
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

West Coast Financial's ALGN Position: Q4 2022 in Review

West Coast Financial sold out of Align Technology (ALGN) in Q4 2022, closing a stake of 20,996 shares — an estimated $4.35M sold.

West Coast Financial first reported a position in ALGN in Q1 2020 and held it in 11 quarters. The position peaked at $13M in Q2 2021. 710 funds tracked by Wall St. Rank hold ALGN as of Q4 2022.

  • West Coast Financial reported no remaining Align Technology position as of Q4 2022 after selling out during the quarter.
  • West Coast Financial sold 20,996 Align Technology shares in Q4 2022, an estimated $4.35M.
  • West Coast Financial first reported a position in Align Technology in Q1 2020 and held it in 11 quarters.
  • West Coast Financial's Align Technology position peaked at $13M in Q2 2021.
  • 710 funds tracked by Wall St. Rank held Align Technology as of Q4 2022.

Based on West Coast Financial's 13F filing for Q4 2022, filed 14 Feb 2023.