Zeke Capital Advisors’s Align Technology ALGN Stock Holding History

Zeke Capital Advisors’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	-1,870	Closed	-$388K	–	479
2022 Q3	$388K	Sell	1,870 -34	-2%	-$8.75K	0.03%	256
2022 Q2	$451K	Sell	1,904 -1,276	-40%	-$392K	0.03%	235
2022 Q1	$1.39M	Buy	+3,180	New	+$1.55M	0.07%	118
2020 Q1	–	Sell	-1,010	Closed	-$282K	–	246
2019 Q4	$282K	Buy	+1,010	New	+$252K	0.02%	467
2019 Q3	–	Sell	-1,346	Closed	-$368K	–	551
2019 Q2	$368K	Sell	1,346 -268	-17%	-$80.9K	0.03%	428
2019 Q1	$459K	Sell	1,614 -2,244	-58%	-$536K	0.04%	380
2018 Q4	$808K	Buy	3,858 +2,106	+120%	+$532K	0.08%	236
2018 Q3	$685K	Hold	1,752	–	–	0.06%	323
2018 Q2	$599K	Hold	1,752	–	–	0.06%	271
2018 Q1	$440K	Hold	1,752	–	–	0.04%	362
2017 Q4	$389K	Buy	1,752 +45	+3%	+$10.2K	0.04%	335
2017 Q3	$318K	Buy	+1,707	New	+$292K	0.04%	315

Other funds holding ALGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Zeke Capital Advisors's ALGN Position: Q4 2022 in Review

Zeke Capital Advisors sold out of Align Technology (ALGN) in Q4 2022, closing a stake of 1,870 shares — an estimated $388K sold.

Zeke Capital Advisors first reported a position in ALGN in Q3 2017 and held it in 12 quarters. The position peaked at $1.39M in Q1 2022. 710 funds tracked by Wall St. Rank hold ALGN as of Q4 2022.

Zeke Capital Advisors reported no remaining Align Technology position as of Q4 2022 after selling out during the quarter.
Zeke Capital Advisors sold 1,870 Align Technology shares in Q4 2022, an estimated $388K.
Zeke Capital Advisors first reported a position in Align Technology in Q3 2017 and held it in 12 quarters.
Zeke Capital Advisors's Align Technology position peaked at $1.39M in Q1 2022.
710 funds tracked by Wall St. Rank held Align Technology as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.