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Autus Asset Management’s Align Technology ALGN Stock Holding History

Autus Asset 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
2022
Q1 		– Sell
-305
Closed -$201K – 152
2021
Q4 		$201K Sell
305
-20
-6% -$12.9K 0.02% 177
2021
Q3 		$216K Buy
+325
New +$221K 0.02% 163
2019
Q2 		– Sell
-2,215
Closed -$630K – 152
2019
Q1 		$630K Sell
2,215
-7,023
-76% -$1.68M 0.1% 108
2018
Q4 		$1.93M Sell
9,238
-165
-2% -$41.7K 0.37% 65
2018
Q3 		$3.68M Sell
9,403
-430
-4% -$159K 0.61% 55
2018
Q2 		$3.36M Sell
9,833
-2,360
-19% -$704K 0.59% 55
2018
Q1 		$3.06M Sell
12,193
-3,140
-20% -$806K 0.55% 57
2017
Q4 		$3.41M Sell
15,333
-3,423
-18% -$778K 0.62% 56
2017
Q3 		$3.49M Sell
18,756
-1,489
-7% -$255K 0.67% 53
2017
Q2 		$3.04M Sell
20,245
-2,513
-11% -$341K 0.61% 55
2017
Q1 		$2.61M Sell
22,758
-3,250
-12% -$328K 0.55% 59
2016
Q4 		$2.5M Sell
26,008
-50
-0.2% -$4.64K 0.55% 58
2016
Q3 		$2.44M Sell
26,058
-510
-2% -$46.1K 0.55% 57
2016
Q2 		$2.14M Buy
26,568
+630
+2% +$48.2K 0.49% 59
2016
Q1 		$1.89M Buy
25,938
+905
+4% +$59.3K 0.46% 63
2015
Q4 		$1.65M Buy
25,033
+1,205
+5% +$77.3K 0.42% 68
2015
Q3 		$1.35M Buy
23,828
+2,015
+9% +$120K 0.41% 64
2015
Q2 		$1.37M Buy
21,813
+1,245
+6% +$73.5K 0.38% 66
2015
Q1 		$1.11M Sell
20,568
-260
-1% -$14.8K 0.31% 71
2014
Q4 		$1.17M Buy
20,828
+895
+4% +$47.3K 0.37% 60
2014
Q3 		$1.03M Buy
19,933
+1,868
+10% +$102K 0.35% 63
2014
Q2 		$1.01M Buy
18,065
+2,555
+16% +$133K 0.35% 64
2014
Q1 		$803K Buy
15,510
+8,305
+115% +$465K 0.3% 64
2013
Q4 		$412K Buy
+7,205
New +$388K 0.16% 81

Other funds holding ALGN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Autus Asset Management's ALGN Position: Q1 2022 in Review

Autus Asset Management sold out of Align Technology (ALGN) in Q1 2022, closing a stake of 305 shares — an estimated $201K sold.

Autus Asset Management first reported a position in ALGN in Q4 2013 and held it in 24 quarters. The position peaked at $3.68M in Q3 2018. 862 funds tracked by Wall St. Rank hold ALGN as of Q1 2022.

  • Autus Asset Management reported no remaining Align Technology position as of Q1 2022 after selling out during the quarter.
  • Autus Asset Management sold 305 Align Technology shares in Q1 2022, an estimated $201K.
  • Autus Asset Management first reported a position in Align Technology in Q4 2013 and held it in 24 quarters.
  • Autus Asset Management's Align Technology position peaked at $3.68M in Q3 2018.
  • 862 funds tracked by Wall St. Rank held Align Technology as of Q1 2022.

Based on Autus Asset Management's 13F filing for Q1 2022, filed 13 Apr 2022.