9WM
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9258 Wealth Management’s Align Technology ALGN Stock Holding History

9258 Wealth Management’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
Q1 		– Sell
-395
Closed -$260K – 357
2021
Q4 		$260K Buy
395
+60
+18% +$38.6K 0.06% 313
2021
Q3 		$223K Sell
335
-7
-2% -$4.75K 0.06% 313
2021
Q2 		$209K Buy
+342
New +$202K 0.06% 325

Other funds holding ALGN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

9258 Wealth Management's ALGN Position: Q1 2022 in Review

9258 Wealth Management sold out of Align Technology (ALGN) in Q1 2022, closing a stake of 395 shares — an estimated $260K sold.

9258 Wealth Management first reported a position in ALGN in Q2 2021 and held it in 3 quarters. The position peaked at $260K in Q4 2021. 862 funds tracked by Wall St. Rank hold ALGN as of Q1 2022.

  • 9258 Wealth Management reported no remaining Align Technology position as of Q1 2022 after selling out during the quarter.
  • 9258 Wealth Management sold 395 Align Technology shares in Q1 2022, an estimated $260K.
  • 9258 Wealth Management first reported a position in Align Technology in Q2 2021 and held it in 3 quarters.
  • 9258 Wealth Management's Align Technology position peaked at $260K in Q4 2021.
  • 862 funds tracked by Wall St. Rank held Align Technology as of Q1 2022.

Based on 9258 Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.