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WR Wealth Planners’s Align Technology ALGN Stock Holding History

WR Wealth Planners’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
Q3 		– Sell
-2
Closed -$483 – 1143
2024
Q2 		$483 Sell
2
-1
-33% -$278 ﹤0.01% 1020
2024
Q1 		$984 Buy
+3
New +$880 ﹤0.01% 971

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WR Wealth Planners's ALGN Position: Q3 2024 in Review

WR Wealth Planners sold out of Align Technology (ALGN) in Q3 2024, closing a stake of 2 shares — an estimated $483 sold.

WR Wealth Planners first reported a position in ALGN in Q1 2024 and held it in 2 quarters. The position peaked at $984 in Q1 2024. 734 funds tracked by Wall St. Rank hold ALGN as of Q3 2024.

  • WR Wealth Planners reported no remaining Align Technology position as of Q3 2024 after selling out during the quarter.
  • WR Wealth Planners sold 2 Align Technology shares in Q3 2024, an estimated $483.
  • WR Wealth Planners first reported a position in Align Technology in Q1 2024 and held it in 2 quarters.
  • WR Wealth Planners's Align Technology position peaked at $984 in Q1 2024.
  • 734 funds tracked by Wall St. Rank held Align Technology as of Q3 2024.

Based on WR Wealth Planners's 13F filing for Q3 2024, filed 17 Oct 2024.