AIM
ALGN icon

Assured Investment Management’s Align Technology ALGN Stock Holding History

Assured Investment 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
Q4 		– Sell
-3,924
Closed -$1.53M – 1118
2018
Q3 		$1.53M Sell
3,924
-4,123
-51% -$1.52M 0.04% 471
2018
Q2 		$2.75M Sell
8,047
-6,619
-45% -$1.97M 0.06% 354
2018
Q1 		$3.68M Buy
+14,666
New +$3.77M 0.11% 270
2017
Q3 		– Sell
-989
Closed -$148K – 596
2017
Q2 		$148K Buy
+989
New +$134K ﹤0.01% 541
2017
Q1 		– Sell
-6,122
Closed -$589K – 602
2016
Q4 		$589K Sell
6,122
-13,749
-69% -$1.28M 0.02% 426
2016
Q3 		$1.86M Buy
+19,871
New +$1.8M 0.06% 197

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return