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Avalon Investment & Advisory’s Align Technology ALGN Stock Holding History

Avalon Investment & Advisory’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
-8,521
Closed -$2.34M – 323
2020
Q2 		$2.34M Sell
8,521
-2,492
-23% -$561K 0.05% 175
2020
Q1 		$1.92M Buy
+11,013
New +$2.64M 0.05% 191

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Avalon Investment & Advisory's ALGN Position: Q3 2020 in Review

Avalon Investment & Advisory sold out of Align Technology (ALGN) in Q3 2020, closing a stake of 8,521 shares — an estimated $2.34M sold.

Avalon Investment & Advisory first reported a position in ALGN in Q1 2020 and held it in 2 quarters. The position peaked at $2.34M in Q2 2020. 664 funds tracked by Wall St. Rank hold ALGN as of Q3 2020.

  • Avalon Investment & Advisory reported no remaining Align Technology position as of Q3 2020 after selling out during the quarter.
  • Avalon Investment & Advisory sold 8,521 Align Technology shares in Q3 2020, an estimated $2.34M.
  • Avalon Investment & Advisory first reported a position in Align Technology in Q1 2020 and held it in 2 quarters.
  • Avalon Investment & Advisory's Align Technology position peaked at $2.34M in Q2 2020.
  • 664 funds tracked by Wall St. Rank held Align Technology as of Q3 2020.

Based on Avalon Investment & Advisory's 13F filing for Q3 2020, filed 4 Nov 2020.