Apriem Advisors’s Align Technology ALGN Stock Holding History

Apriem Advisors’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 Q3	–	Sell	-100	Closed	-$34K	–	156
2018 Q2	$34K	Sell	100 -750	-88%	-$224K	0.01%	282
2018 Q1	$213K	Buy	+850	New	+$218K	0.05%	124

Other funds holding ALGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Apriem Advisors's ALGN Position: Q3 2018 in Review

Apriem Advisors sold out of Align Technology (ALGN) in Q3 2018, closing a stake of 100 shares — an estimated $34K sold.

Apriem Advisors first reported a position in ALGN in Q1 2018 and held it in 2 quarters. The position peaked at $213K in Q1 2018. 713 funds tracked by Wall St. Rank hold ALGN as of Q3 2018.

Apriem Advisors reported no remaining Align Technology position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 100 Align Technology shares in Q3 2018, an estimated $34K.
Apriem Advisors first reported a position in Align Technology in Q1 2018 and held it in 2 quarters.
Apriem Advisors's Align Technology position peaked at $213K in Q1 2018.
713 funds tracked by Wall St. Rank held Align Technology as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.