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Berger Financial Group’s Align Technology ALGN Stock Holding History

Berger Financial Group’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
Q2 		– Sell
-504
Closed -$220K – 244
2022
Q1 		$220K Sell
504
-36
-7% -$17.5K 0.03% 251
2021
Q4 		$355K Buy
+540
New +$347K 0.05% 193

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Berger Financial Group's ALGN Position: Q2 2022 in Review

Berger Financial Group sold out of Align Technology (ALGN) in Q2 2022, closing a stake of 504 shares — an estimated $220K sold.

Berger Financial Group first reported a position in ALGN in Q4 2021 and held it in 2 quarters. The position peaked at $355K in Q4 2021. 747 funds tracked by Wall St. Rank hold ALGN as of Q2 2022.

  • Berger Financial Group reported no remaining Align Technology position as of Q2 2022 after selling out during the quarter.
  • Berger Financial Group sold 504 Align Technology shares in Q2 2022, an estimated $220K.
  • Berger Financial Group first reported a position in Align Technology in Q4 2021 and held it in 2 quarters.
  • Berger Financial Group's Align Technology position peaked at $355K in Q4 2021.
  • 747 funds tracked by Wall St. Rank held Align Technology as of Q2 2022.

Based on Berger Financial Group's 13F filing for Q2 2022, filed 8 Aug 2022.