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Berman Capital Advisors’s Align Technology ALGN Stock Holding History

Berman Capital 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
Q3 		$482K Buy
726
+334
+85% +$227K 0.08% 137
2021
Q2 		$238K Buy
392
+250
+176% +$148K 0.04% 203
2021
Q1 		$76K Buy
142
+26
+22% +$14.4K 0.02% 362
2020
Q4 		$61K Buy
116
+6
+5% +$2.7K 0.01% 349
2020
Q3 		$36K Buy
110
+20
+22% +$6.11K 0.01% 427
2020
Q2 		$24K Sell
90
-17
-16% -$3.83K 0.01% 488
2020
Q1 		$17K Sell
107
-21
-16% -$5.03K 0.01% 532
2019
Q4 		$35K Buy
128
+17
+15% +$4.24K 0.01% 393
2019
Q3 		$20K Sell
111
-34
-23% -$7.07K 0.01% 500
2019
Q2 		$39K Sell
145
-21
-13% -$6.34K 0.01% 350
2019
Q1 		$47K Buy
166
+29
+21% +$6.92K 0.02% 280
2018
Q4 		$27K Buy
+137
New +$34.6K 0.01% 326

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Berman Capital Advisors's ALGN Position: Q3 2021 in Review

Berman Capital Advisors increased its Align Technology (ALGN) stake by 85% in Q3 2021, buying an estimated $227K and bringing the position to 726 shares worth $482K. The position accounts for 0.08% of the portfolio, ranked #137.

Berman Capital Advisors first reported a position in ALGN in Q4 2018 and has held it in 12 quarters since. 886 funds tracked by Wall St. Rank hold ALGN as of Q3 2021.

  • Berman Capital Advisors held 726 shares of Align Technology worth $482K as of Q3 2021.
  • Berman Capital Advisors bought 334 Align Technology shares in Q3 2021, an estimated $227K.
  • Align Technology made up 0.08% of Berman Capital Advisors's portfolio in Q3 2021, its #137 holding.
  • Berman Capital Advisors first reported a position in Align Technology in Q4 2018 and has held it in 12 quarters since.
  • 886 funds tracked by Wall St. Rank held Align Technology as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.