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Accretive Wealth Partners’s Align Technology ALGN Stock Holding History

Accretive Wealth Partners’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
2021
Q2 		– Sell
-1,645
Closed -$891K – 112
2021
Q1 		$891K Buy
1,645
+38
+2% +$21K 0.8% 52
2020
Q4 		$859K Buy
+1,607
New +$723K 0.85% 42

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Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
State Street
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Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Accretive Wealth Partners's ALGN Position: Q2 2021 in Review

Accretive Wealth Partners sold out of Align Technology (ALGN) in Q2 2021, closing a stake of 1,645 shares — an estimated $891K sold.

Accretive Wealth Partners first reported a position in ALGN in Q4 2020 and held it in 2 quarters. The position peaked at $891K in Q1 2021. 851 funds tracked by Wall St. Rank hold ALGN as of Q2 2021.

  • Accretive Wealth Partners reported no remaining Align Technology position as of Q2 2021 after selling out during the quarter.
  • Accretive Wealth Partners sold 1,645 Align Technology shares in Q2 2021, an estimated $891K.
  • Accretive Wealth Partners first reported a position in Align Technology in Q4 2020 and held it in 2 quarters.
  • Accretive Wealth Partners's Align Technology position peaked at $891K in Q1 2021.
  • 851 funds tracked by Wall St. Rank held Align Technology as of Q2 2021.

Based on Accretive Wealth Partners's 13F filing for Q2 2021, filed 13 Aug 2021.