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Catamount Wealth Management’s Align Technology ALGN Stock Holding History

Catamount Wealth Management’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
2017
Q4 		– Sell
-10
Closed -$2K – 187
2017
Q3 		$2K Buy
+10
New +$1.71K ﹤0.01% 170

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Catamount Wealth Management's ALGN Position: Q4 2017 in Review

Catamount Wealth Management sold out of Align Technology (ALGN) in Q4 2017, closing a stake of 10 shares — an estimated $2K sold.

Catamount Wealth Management first reported a position in ALGN in Q3 2017 and held it in 1 quarter. The position peaked at $2K in Q3 2017. 636 funds tracked by Wall St. Rank hold ALGN as of Q4 2017.

  • Catamount Wealth Management reported no remaining Align Technology position as of Q4 2017 after selling out during the quarter.
  • Catamount Wealth Management sold 10 Align Technology shares in Q4 2017, an estimated $2K.
  • Catamount Wealth Management first reported a position in Align Technology in Q3 2017 and held it in 1 quarter.
  • Catamount Wealth Management's Align Technology position peaked at $2K in Q3 2017.
  • 636 funds tracked by Wall St. Rank held Align Technology as of Q4 2017.

Based on Catamount Wealth Management's 13F filing for Q4 2017, filed 13 Feb 2018.