A detailed history of Wetherby Asset Management Inc transactions in Align Technology Inc stock. As of the latest transaction made, Wetherby Asset Management Inc holds 859 shares of ALGN stock, worth $181,300. This represents 0.01% of its overall portfolio holdings.

Number of Shares
859
Previous 945 9.1%
Holding current value
$181,300
Previous $228,000 4.39%
% of portfolio
0.01%
Previous 0.01%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$204.03 - $257.2 $17,546 - $22,119
-86 Reduced 9.1%
859 $218,000
Q2 2024

Aug 14, 2024

SELL
$235.23 - $330.25 $29,638 - $41,611
-126 Reduced 11.76%
945 $228,000
Q1 2024

May 15, 2024

SELL
$256.22 - $329.14 $33,821 - $43,446
-132 Reduced 10.97%
1,071 $351,000
Q4 2023

Feb 14, 2024

SELL
$183.21 - $299.76 $65,039 - $106,414
-355 Reduced 22.79%
1,203 $329,000
Q3 2023

Nov 14, 2023

SELL
$298.02 - $385.31 $16,391 - $21,192
-55 Reduced 3.41%
1,558 $475,000
Q2 2023

Aug 14, 2023

SELL
$280.08 - $363.06 $8,962 - $11,617
-32 Reduced 1.95%
1,613 $570,000
Q1 2023

May 12, 2023

SELL
$212.28 - $359.88 $2,759 - $4,678
-13 Reduced 0.78%
1,645 $549,000
Q4 2022

Feb 14, 2023

BUY
$174.58 - $229.91 $25,314 - $33,336
145 Added 9.58%
1,658 $349,000
Q3 2022

Nov 14, 2022

BUY
$207.11 - $293.89 $50,949 - $72,296
246 Added 19.42%
1,513 $313,000
Q2 2022

Aug 15, 2022

BUY
$229.82 - $446.41 $8,273 - $16,070
36 Added 2.92%
1,267 $300,000
Q1 2022

May 16, 2022

SELL
$378.09 - $648.05 $23,063 - $39,531
-61 Reduced 4.72%
1,231 $537,000
Q4 2021

Feb 14, 2022

BUY
$589.61 - $711.02 $13,561 - $16,353
23 Added 1.81%
1,292 $849,000
Q3 2021

Nov 15, 2021

BUY
$595.56 - $729.92 $8,337 - $10,218
14 Added 1.12%
1,269 $844,000
Q2 2021

Aug 16, 2021

BUY
$545.05 - $621.76 $126,451 - $144,248
232 Added 22.68%
1,255 $767,000
Q1 2021

May 14, 2021

SELL
$496.07 - $620.45 $126,993 - $158,835
-256 Reduced 20.02%
1,023 $554,000
Q4 2020

Feb 11, 2021

BUY
$314.89 - $536.59 $398,650 - $679,322
1,266 Added 9738.46%
1,279 $683,000
Q3 2020

Dec 16, 2020

SELL
$270.24 - $335.24 $262,403 - $325,518
-971 Reduced 98.68%
13 $4,000
Q3 2020

Dec 16, 2020

SELL
$270.24 - $335.24 $71,073 - $88,168
-263 Reduced 21.09%
984 $322,000
Q3 2020

Nov 13, 2020

BUY
$270.24 - $335.24 $69,992 - $86,827
259 Added 26.21%
1,247 $408,000
Q2 2020

Aug 14, 2020

BUY
$152.07 - $289.75 $150,245 - $286,273
988 New
988 $272,000
Q1 2020

May 06, 2020

SELL
$137.72 - $298.07 $102,876 - $222,658
-747 Closed
0 $0
Q4 2019

Jan 28, 2020

BUY
$179.75 - $279.62 $134,273 - $208,876
747 New
747 $208,000
Q3 2019

Oct 31, 2019

SELL
$173.16 - $286.65 $225,973 - $374,078
-1,305 Closed
0 $0
Q2 2019

Jul 25, 2019

BUY
$268.08 - $331.08 $35,922 - $44,364
134 Added 11.44%
1,305 $357,000
Q1 2019

May 09, 2019

SELL
$184.78 - $284.33 $313,386 - $482,223
-1,696 Reduced 59.16%
1,171 $333,000
Q4 2018

Jan 30, 2019

BUY
$193.72 - $391.52 $376,204 - $760,331
1,942 Added 209.95%
2,867 $600,000
Q3 2018

Nov 07, 2018

BUY
$338.68 - $392.98 $35,561 - $41,262
105 Added 12.8%
925 $362,000
Q2 2018

Jul 24, 2018

SELL
$239.66 - $370.1 $1.21 Million - $1.86 Million
-5,038 Reduced 86.0%
820 $281,000
Q1 2018

May 04, 2018

BUY
$220.71 - $283.97 $1.29 Million - $1.66 Million
5,858 New
5,858 $1.47 Million

Others Institutions Holding ALGN

About ALIGN TECHNOLOGY INC


  • Ticker ALGN
  • Exchange NASDAQ
  • Sector Healthcare
  • Industry Medical Devices
  • Shares Outstandng 78,108,200
  • Market Cap $16.5B
  • Description
  • Align Technology, Inc., a medical device company, designs, manufactures, and markets Invisalign clear aligners and iTero intraoral scanners and services for orthodontists and general practitioner dentists, and restorative and aesthetic dentistry. It operates in two segments, Clear Aligner; and Scanners and Services. The Clear Aligner segment con...
More about ALGN
Track This Portfolio

Track Wetherby Asset Management Inc Portfolio

Follow Wetherby Asset Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wetherby Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wetherby Asset Management Inc with notifications on news.