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Aevitas Wealth Management’s Align Technology ALGN Stock Holding History

Aevitas 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
2018
Q2 		– Sell
-4
Closed -$1K – 430
2018
Q1 		$1K Hold
4
– – ﹤0.01% 418
2017
Q4 		$1K Buy
+4
New +$909 ﹤0.01% 409

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Aevitas Wealth Management's ALGN Position: Q2 2018 in Review

Aevitas Wealth Management sold out of Align Technology (ALGN) in Q2 2018, closing a stake of 4 shares — an estimated $1K sold.

Aevitas Wealth Management first reported a position in ALGN in Q4 2017 and held it in 2 quarters. The position peaked at $1K in Q1 2018. 681 funds tracked by Wall St. Rank hold ALGN as of Q2 2018.

  • Aevitas Wealth Management reported no remaining Align Technology position as of Q2 2018 after selling out during the quarter.
  • Aevitas Wealth Management sold 4 Align Technology shares in Q2 2018, an estimated $1K.
  • Aevitas Wealth Management first reported a position in Align Technology in Q4 2017 and held it in 2 quarters.
  • Aevitas Wealth Management's Align Technology position peaked at $1K in Q1 2018.
  • 681 funds tracked by Wall St. Rank held Align Technology as of Q2 2018.

Based on Aevitas Wealth Management's 13F filing for Q2 2018, filed 10 Aug 2018.