Archford Capital Strategies’s Align Technology ALGN Stock Holding History

Archford Capital Strategies’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
2020 Q3	–	Sell	-1,206	Closed	-$331K	–	252
2020 Q2	$331K	Buy	+1,206	New	+$272K	0.1%	198
2019 Q3	–	Sell	-52	Closed	-$14K	–	226
2019 Q2	$14K	Hold	52	–	–	0.01%	377
2019 Q1	$15K	Hold	52	–	–	0.01%	361
2018 Q4	$11K	Hold	52	–	–	﹤0.01%	367
2018 Q3	$20K	Hold	52	–	–	0.01%	358
2018 Q2	$18K	Buy	52 +42	+420%	+$12.5K	0.01%	377
2018 Q1	$2K	Buy	+10	New	+$2.57K	﹤0.01%	506
2017 Q2	–	Sell	-31	Closed	-$4K	–	207
2017 Q1	$4K	Buy	+31	New	+$3.13K	﹤0.01%	484
2016 Q4	–	Sell	-31	Closed	-$2K	–	622
2016 Q3	$2K	Sell	31 -31	-50%	-$2.8K	﹤0.01%	512
2016 Q2	$4K	Buy	+62	New	+$4.74K	﹤0.01%	498
2016 Q1	–	Sell	-94	Closed	-$8K	–	186
2015 Q4	$8K	Sell	94 -18	-16%	-$1.16K	﹤0.01%	464
2015 Q3	$6K	Buy	112 +56	+100%	+$3.34K	﹤0.01%	386
2015 Q2	$4K	Buy	56 +14	+33%	+$827	﹤0.01%	380
2015 Q1	$2.26K	Buy	+42	New	+$2.39K	﹤0.01%	507

Other funds holding ALGN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Archford Capital Strategies's ALGN Position: Q3 2020 in Review

Archford Capital Strategies sold out of Align Technology (ALGN) in Q3 2020, closing a stake of 1,206 shares — an estimated $331K sold.

Archford Capital Strategies first reported a position in ALGN in Q1 2015 and held it in 14 quarters. The position peaked at $331K in Q2 2020. 664 funds tracked by Wall St. Rank hold ALGN as of Q3 2020.

Archford Capital Strategies reported no remaining Align Technology position as of Q3 2020 after selling out during the quarter.
Archford Capital Strategies sold 1,206 Align Technology shares in Q3 2020, an estimated $331K.
Archford Capital Strategies first reported a position in Align Technology in Q1 2015 and held it in 14 quarters.
Archford Capital Strategies's Align Technology position peaked at $331K in Q2 2020.
664 funds tracked by Wall St. Rank held Align Technology as of Q3 2020.

Based on Archford Capital Strategies's 13F filing for Q3 2020, filed 19 Oct 2020.