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Beese Fulmer Investment Management’s Align Technology ALGN Stock Holding History

Beese Fulmer 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
2022
Q1 		– Sell
-326
Closed -$214K – 234
2021
Q4 		$214K Hold
326
– – 0.02% 224
2021
Q3 		$217K Buy
+326
New +$221K 0.02% 220
2020
Q3 		– Sell
-300
Closed -$82K – 209
2020
Q2 		$82K Buy
+300
New +$67.6K 0.01% 261

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

Beese Fulmer Investment Management's ALGN Position: Q1 2022 in Review

Beese Fulmer Investment Management sold out of Align Technology (ALGN) in Q1 2022, closing a stake of 326 shares — an estimated $214K sold.

Beese Fulmer Investment Management first reported a position in ALGN in Q2 2020 and held it in 3 quarters. The position peaked at $217K in Q3 2021. 862 funds tracked by Wall St. Rank hold ALGN as of Q1 2022.

  • Beese Fulmer Investment Management reported no remaining Align Technology position as of Q1 2022 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 326 Align Technology shares in Q1 2022, an estimated $214K.
  • Beese Fulmer Investment Management first reported a position in Align Technology in Q2 2020 and held it in 3 quarters.
  • Beese Fulmer Investment Management's Align Technology position peaked at $217K in Q3 2021.
  • 862 funds tracked by Wall St. Rank held Align Technology as of Q1 2022.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2022, filed 12 Apr 2022.