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Brandywine Oak Private Wealth’s Align Technology ALGN Stock Holding History

Brandywine Oak Private Wealth’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
2019
Q3 		– Sell
-1,012
Closed -$276K – 233
2019
Q2 		$276K Buy
1,012
+10
+1% +$3.02K 0.06% 173
2019
Q1 		$284K Buy
1,002
+118
+13% +$28.2K 0.06% 171
2018
Q4 		$185K Buy
+884
New +$223K 0.04% 204

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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brandywine Oak Private Wealth's ALGN Position: Q3 2019 in Review

Brandywine Oak Private Wealth sold out of Align Technology (ALGN) in Q3 2019, closing a stake of 1,012 shares — an estimated $276K sold.

Brandywine Oak Private Wealth first reported a position in ALGN in Q4 2018 and held it in 3 quarters. The position peaked at $284K in Q1 2019. 602 funds tracked by Wall St. Rank hold ALGN as of Q3 2019.

  • Brandywine Oak Private Wealth reported no remaining Align Technology position as of Q3 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 1,012 Align Technology shares in Q3 2019, an estimated $276K.
  • Brandywine Oak Private Wealth first reported a position in Align Technology in Q4 2018 and held it in 3 quarters.
  • Brandywine Oak Private Wealth's Align Technology position peaked at $284K in Q1 2019.
  • 602 funds tracked by Wall St. Rank held Align Technology as of Q3 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q3 2019, filed 30 Oct 2019.