WI
ALGN icon

Wintrust Investments’s Align Technology ALGN Stock Holding History

Wintrust Investments’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
2024
Q4 		$20K Sell
99
-2
-2% -$447 0.02% 393
2024
Q3 		$25K Sell
101
-843
-89% -$199K 0.02% 437
2024
Q2 		$228K Buy
944
+100
+12% +$27.8K 0.02% 427
2024
Q1 		$277K Sell
844
-55
-6% -$16.1K 0.02% 395
2023
Q4 		$246K Buy
+899
New +$213K 0.02% 380
2023
Q2 		– Sell
-607
Closed -$203K – 425
2023
Q1 		$203K Buy
+607
New +$179K 0.03% 322

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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Wintrust Investments's ALGN Position: Q4 2024 in Review

Wintrust Investments reduced its Align Technology (ALGN) stake by 2% in Q4 2024, selling an estimated $447 and leaving 99 shares worth $20K. The position accounts for 0.02% of the portfolio, ranked #393.

Wintrust Investments first reported a position in ALGN in Q1 2023 and has held it in 6 quarters since. The position peaked at $277K in Q1 2024. 723 funds tracked by Wall St. Rank hold ALGN as of Q4 2024.

  • Wintrust Investments held 99 shares of Align Technology worth $20K as of Q4 2024.
  • Wintrust Investments sold 2 Align Technology shares in Q4 2024, an estimated $447.
  • Align Technology made up 0.02% of Wintrust Investments's portfolio in Q4 2024, its #393 holding.
  • Wintrust Investments first reported a position in Align Technology in Q1 2023 and has held it in 6 quarters since.
  • Wintrust Investments's Align Technology position peaked at $277K in Q1 2024.
  • 723 funds tracked by Wall St. Rank held Align Technology as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.