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CFM Wealth Partners’s Align Technology ALGN Stock Holding History

CFM Wealth Partners’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
2020
Q3 		– Sell
-98
Closed -$27K – 164
2020
Q2 		$27K Hold
98
– – 0.01% 337
2020
Q1 		$17K Sell
98
-50
-34% -$12K 0.01% 382
2019
Q4 		$42K Buy
+148
New +$36.9K 0.02% 292

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

CFM Wealth Partners's ALGN Position: Q3 2020 in Review

CFM Wealth Partners sold out of Align Technology (ALGN) in Q3 2020, closing a stake of 98 shares — an estimated $27K sold.

CFM Wealth Partners first reported a position in ALGN in Q4 2019 and held it in 3 quarters. The position peaked at $42K in Q4 2019. 664 funds tracked by Wall St. Rank hold ALGN as of Q3 2020.

  • CFM Wealth Partners reported no remaining Align Technology position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 98 Align Technology shares in Q3 2020, an estimated $27K.
  • CFM Wealth Partners first reported a position in Align Technology in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Align Technology position peaked at $42K in Q4 2019.
  • 664 funds tracked by Wall St. Rank held Align Technology as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.