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Ballew Advisors’s Align Technology ALGN Stock Holding History

Ballew 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
2021
Q2 		– Sell
-3,588
Closed -$1.96M – 117
2021
Q1 		$1.96M Buy
3,588
+2,976
+486% +$1.65M 0.72% 38
2020
Q4 		$341K Buy
+612
New +$275K 0.26% 74

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Ballew Advisors's ALGN Position: Q2 2021 in Review

Ballew Advisors sold out of Align Technology (ALGN) in Q2 2021, closing a stake of 3,588 shares — an estimated $1.96M sold.

Ballew Advisors first reported a position in ALGN in Q4 2020 and held it in 2 quarters. The position peaked at $1.96M in Q1 2021. 851 funds tracked by Wall St. Rank hold ALGN as of Q2 2021.

  • Ballew Advisors reported no remaining Align Technology position as of Q2 2021 after selling out during the quarter.
  • Ballew Advisors sold 3,588 Align Technology shares in Q2 2021, an estimated $1.96M.
  • Ballew Advisors first reported a position in Align Technology in Q4 2020 and held it in 2 quarters.
  • Ballew Advisors's Align Technology position peaked at $1.96M in Q1 2021.
  • 851 funds tracked by Wall St. Rank held Align Technology as of Q2 2021.

Based on Ballew Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.