CFA
ALGN icon

Camarda Financial Advisors’s Align Technology ALGN Stock Holding History

Camarda 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
2021
Q1 		– Sell
-1,350
Closed -$721K – 85
2020
Q4 		$721K Buy
+1,350
New +$607K 0.61% 50
2017
Q3 		– Sell
-8
Closed -$1K – 204
2017
Q2 		$1K Buy
+8
New +$1.08K ﹤0.01% 215
2016
Q3 		– Sell
-307
Closed -$25K – 211
2016
Q2 		$25K Buy
+307
New +$23.5K 0.02% 161
2015
Q3 		– Sell
-1,222
Closed -$77K – 166
2015
Q2 		$77K Buy
+1,222
New +$72.2K 0.04% 110

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return