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Brendel Financial Advisors’s Align Technology ALGN Stock Holding History

Brendel Financial 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
2022
Q1 		– Sell
-313
Closed -$206K – 115
2021
Q4 		$206K Buy
+313
New +$201K 0.11% 106
2019
Q1 		– Sell
-6,052
Closed -$1.27M – 78
2018
Q4 		$1.27M Buy
+6,052
New +$1.53M 1.46% 32

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

Brendel Financial Advisors's ALGN Position: Q1 2022 in Review

Brendel Financial Advisors sold out of Align Technology (ALGN) in Q1 2022, closing a stake of 313 shares — an estimated $206K sold.

Brendel Financial Advisors first reported a position in ALGN in Q4 2018 and held it in 2 quarters. The position peaked at $1.27M in Q4 2018. 862 funds tracked by Wall St. Rank hold ALGN as of Q1 2022.

  • Brendel Financial Advisors reported no remaining Align Technology position as of Q1 2022 after selling out during the quarter.
  • Brendel Financial Advisors sold 313 Align Technology shares in Q1 2022, an estimated $206K.
  • Brendel Financial Advisors first reported a position in Align Technology in Q4 2018 and held it in 2 quarters.
  • Brendel Financial Advisors's Align Technology position peaked at $1.27M in Q4 2018.
  • 862 funds tracked by Wall St. Rank held Align Technology as of Q1 2022.

Based on Brendel Financial Advisors's 13F filing for Q1 2022, filed 10 May 2022.