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Artemis Wealth Advisors’s Align Technology ALGN Stock Holding History

Artemis Wealth 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
2020
Q1 		– Sell
-95
Closed -$26.5K – 74
2019
Q4 		$26.5K Buy
+95
New +$23.7K 0.01% 75

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Polen Capital Management
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Renaissance Technologies
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Sands Capital Management
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BCM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Artemis Wealth Advisors's ALGN Position: Q1 2020 in Review

Artemis Wealth Advisors sold out of Align Technology (ALGN) in Q1 2020, closing a stake of 95 shares — an estimated $26.5K sold.

Artemis Wealth Advisors first reported a position in ALGN in Q4 2019 and held it in 1 quarter. The position peaked at $26.5K in Q4 2019. 612 funds tracked by Wall St. Rank hold ALGN as of Q1 2020.

  • Artemis Wealth Advisors reported no remaining Align Technology position as of Q1 2020 after selling out during the quarter.
  • Artemis Wealth Advisors sold 95 Align Technology shares in Q1 2020, an estimated $26.5K.
  • Artemis Wealth Advisors first reported a position in Align Technology in Q4 2019 and held it in 1 quarter.
  • Artemis Wealth Advisors's Align Technology position peaked at $26.5K in Q4 2019.
  • 612 funds tracked by Wall St. Rank held Align Technology as of Q1 2020.

Based on Artemis Wealth Advisors's 13F filing for Q1 2020, filed 17 Feb 2023.