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Avantax Planning Partners’s Align Technology ALGN Stock Holding History

Avantax Planning Partners’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
Q4 		– Sell
-2,194
Closed -$718K – 290
2020
Q3 		$718K Hold
2,194
– – 0.04% 151
2020
Q2 		$602K Buy
2,194
+11
+0.5% +$2.48K 0.03% 158
2020
Q1 		$380K Sell
2,183
-3
-0.1% -$718 0.03% 180
2019
Q4 		$610K Sell
2,186
-10
-0.5% -$2.49K 0.04% 151
2019
Q3 		$397K Sell
2,196
-22
-1% -$4.57K 0.02% 201
2019
Q2 		$604K Buy
2,218
+10
+0.5% +$3.02K 0.04% 148
2019
Q1 		$628K Buy
2,208
+25
+1% +$5.97K 0.04% 142
2018
Q4 		$457K Buy
2,183
+8
+0.4% +$2.02K 0.03% 153
2018
Q3 		$851K Hold
2,175
– – 0.07% 95
2018
Q2 		$745K Sell
2,175
-47
-2% -$14K 0.07% 101
2018
Q1 		$558K Buy
2,222
+24
+1% +$6.16K 0.05% 162
2017
Q4 		$488K Buy
2,198
+173
+9% +$39.3K 0.04% 173
2017
Q3 		$377K Sell
2,025
-12
-0.6% -$2.05K 0.03% 247
2017
Q2 		$306K Buy
2,037
+34
+2% +$4.61K 0.03% 250
2017
Q1 		$230K Buy
+2,003
New +$202K 0.02% 292

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 $3.37T AUM 44.26% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Avantax Planning Partners's ALGN Position: Q4 2020 in Review

Avantax Planning Partners sold out of Align Technology (ALGN) in Q4 2020, closing a stake of 2,194 shares — an estimated $718K sold.

Avantax Planning Partners first reported a position in ALGN in Q1 2017 and held it in 15 quarters. The position peaked at $851K in Q3 2018. 800 funds tracked by Wall St. Rank hold ALGN as of Q4 2020.

  • Avantax Planning Partners reported no remaining Align Technology position as of Q4 2020 after selling out during the quarter.
  • Avantax Planning Partners sold 2,194 Align Technology shares in Q4 2020, an estimated $718K.
  • Avantax Planning Partners first reported a position in Align Technology in Q1 2017 and held it in 15 quarters.
  • Avantax Planning Partners's Align Technology position peaked at $851K in Q3 2018.
  • 800 funds tracked by Wall St. Rank held Align Technology as of Q4 2020.

Based on Avantax Planning Partners's 13F filing for Q4 2020, filed 4 Feb 2021.