Align Wealth Management, LLC current holdings: Foreign Stocks
Align Wealth Management, LLC reported $0.00 billion in share positions in stocks (depositary receipts and foreign shares traded over the counter), 5 positions, in its Form 13F for the quarter ended 2022-12-31; the largest are ABBNY, RIO, SBSW.
- ABBNY: Country of operation Switzerland; Class SPONSORED ADR; Shares 2,000; Value $51,320.
- RIO: Country of operation —; Class SPONSORED ADR; Shares 200; Value $11,012.
- SBSW: Country of operation —; Class SPONSORED ADR; Shares 500; Value $4,660.
- EMX: Country of operation Canada; Class COM; Shares 2,000; Value $3,720.
Form 13F-HR as filed (SEC CIK 1961312): quarter ended 2022-12-31, filed 2023-01-09. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2022-12-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|---|
| ABBNY ABB LTD | Switzerland | SPONSORED ADR | 2,000 | $51,320 | 0.80% | 2022-12-31 | 2023-01-09 | +218.78% |
| RIO RIO TINTO PLC | SPONSORED ADR | 200 | $11,012 | 0.17% | 2022-12-31 | 2023-01-09 | +32.25% | |
| SBSW SIBANYE STILLWATER LTD | SPONSORED ADR | 500 | $4,660 | 0.07% | 2022-12-31 | 2023-01-09 | -4.41% | |
| EMX EMX RTY CORP | Canada | COM | 2,000 | $3,720 | 0.06% | 2022-12-31 | 2023-01-09 | |
| NOK NOKIA CORP | SPONSORED ADR | 17 | $73 | 0.00% | 2022-12-31 | 2023-01-09 | +123.28% |
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Not available yet | |||