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YorkBridge Wealth Partners’s Align Technology ALGN Stock Holding History

YorkBridge Wealth 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
2022
Q4 		$757K Sell
3,591
-670
-16% -$134K 0.19% 101
2022
Q3 		$882K Buy
4,261
+55
+1% +$14.2K 0.23% 88
2022
Q2 		$995K Buy
4,206
+7
+0.2% +$2.15K 0.26% 79
2022
Q1 		$1.83M Sell
4,199
-78
-2% -$38K 0.4% 57
2021
Q4 		$2.81M Buy
4,277
+102
+2% +$65.6K 0.63% 42
2021
Q3 		$2.78M Buy
4,175
+91
+2% +$61.8K 0.7% 40
2021
Q2 		$2.5M Sell
4,084
-48
-1% -$28.4K 0.65% 44
2021
Q1 		$2.24M Sell
4,132
-1,529
-27% -$845K 0.66% 43
2020
Q4 		$3.02M Buy
5,661
+284
+5% +$128K 1.01% 28
2020
Q3 		$1.76M Sell
5,377
-722
-12% -$220K 0.74% 39
2020
Q2 		$1.67M Buy
6,099
+1,060
+21% +$239K 0.77% 37
2020
Q1 		$877K Sell
5,039
-152
-3% -$36.4K 0.54% 58
2019
Q4 		$1.45M Sell
5,191
-14
-0.3% -$3.49K 0.66% 49
2019
Q3 		$942K Buy
5,205
+50
+1% +$10.4K 0.47% 60
2019
Q2 		$1.41M Buy
5,155
+60
+1% +$18.1K 0.63% 44
2019
Q1 		$1.45M Buy
5,095
+1,326
+35% +$316K 0.67% 41
2018
Q4 		$789K Sell
3,769
-506
-12% -$128K 0.42% 63
2018
Q3 		$1.67M Sell
4,275
-828
-16% -$305K 0.77% 33
2018
Q2 		$1.75M Buy
5,103
+638
+14% +$190K 0.77% 28
2018
Q1 		$1.18M Buy
4,465
+241
+6% +$61.9K 0.54% 48
2017
Q4 		$1.02M Sell
4,224
-763
-15% -$173K 0.49% 53
2017
Q3 		$929K Sell
4,987
-694
-12% -$119K 0.48% 54
2017
Q2 		$847K Buy
5,681
+241
+4% +$32.7K 0.45% 59
2017
Q1 		$730K Buy
5,440
+1,601
+42% +$162K 0.38% 68
2016
Q4 		$369K Buy
+3,839
New +$356K 0.22% 103

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
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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

YorkBridge Wealth Partners's ALGN Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Align Technology (ALGN) stake by 16% in Q4 2022, selling an estimated $134K and leaving 3,591 shares worth $757K. The position accounts for 0.19% of the portfolio, ranked #101.

YorkBridge Wealth Partners first reported a position in ALGN in Q4 2016 and has held it in 25 quarters since. The position peaked at $3.02M in Q4 2020. 710 funds tracked by Wall St. Rank hold ALGN as of Q4 2022.

  • YorkBridge Wealth Partners held 3,591 shares of Align Technology worth $757K as of Q4 2022.
  • YorkBridge Wealth Partners sold 670 Align Technology shares in Q4 2022, an estimated $134K.
  • Align Technology made up 0.19% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #101 holding.
  • YorkBridge Wealth Partners first reported a position in Align Technology in Q4 2016 and has held it in 25 quarters since.
  • YorkBridge Wealth Partners's Align Technology position peaked at $3.02M in Q4 2020.
  • 710 funds tracked by Wall St. Rank held Align Technology as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.