Zacks Investment Management’s Align Technology ALGN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-4,725
| Closed | -$1.44M | – | 613 |
|
2023
Q3 | $1.44M | Buy |
+4,725
| New | +$1.44M | 0.02% | 321 |
|
2021
Q4 | – | Sell |
-14,908
| Closed | -$9.92M | – | 603 |
|
2021
Q3 | $9.92M | Buy |
14,908
+11,229
| +305% | +$7.47M | 0.16% | 134 |
|
2021
Q2 | $2.25M | Buy |
3,679
+205
| +6% | +$125K | 0.04% | 277 |
|
2021
Q1 | $1.88M | Buy |
+3,474
| New | +$1.88M | 0.03% | 291 |
|
2018
Q4 | – | Sell |
-10,445
| Closed | -$4.09M | – | 504 |
|
2018
Q3 | $4.09M | Buy |
10,445
+666
| +7% | +$261K | 0.09% | 176 |
|
2018
Q2 | $3.35M | Buy |
9,779
+850
| +10% | +$291K | 0.07% | 188 |
|
2018
Q1 | $2.24M | Sell |
8,929
-38
| -0.4% | -$9.54K | 0.05% | 241 |
|
2017
Q4 | $1.99M | Sell |
8,967
-1,480
| -14% | -$329K | 0.04% | 263 |
|
2017
Q3 | $1.95M | Buy |
10,447
+984
| +10% | +$183K | 0.05% | 256 |
|
2017
Q2 | $1.42M | Buy |
9,463
+377
| +4% | +$56.6K | 0.04% | 289 |
|
2017
Q1 | $1.04M | Sell |
9,086
-233
| -3% | -$26.7K | 0.03% | 349 |
|
2016
Q4 | $896K | Sell |
9,319
-3,832
| -29% | -$368K | 0.03% | 344 |
|
2016
Q3 | $1.23M | Buy |
13,151
+10,554
| +406% | +$990K | 0.03% | 288 |
|
2016
Q2 | $209K | Buy |
+2,597
| New | +$209K | 0.01% | 560 |
|
2015
Q2 | – | Sell |
-4,240
| Closed | -$228K | – | 624 |
|
2015
Q1 | $228K | Sell |
4,240
-5,666
| -57% | -$305K | 0.01% | 571 |
|
2014
Q4 | $554K | Buy |
9,906
+286
| +3% | +$16K | 0.02% | 384 |
|
2014
Q3 | $497K | Buy |
9,620
+895
| +10% | +$46.2K | 0.02% | 411 |
|
2014
Q2 | $489K | Sell |
8,725
-1,100
| -11% | -$61.7K | 0.02% | 440 |
|
2014
Q1 | $509K | Sell |
9,825
-7,526
| -43% | -$390K | 0.02% | 390 |
|
2013
Q4 | $991K | Buy |
17,351
+11,123
| +179% | +$635K | 0.04% | 248 |
|
2013
Q3 | $300K | Buy |
+6,228
| New | +$300K | 0.01% | 521 |
|