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CFS Investment Advisory Services’s Align Technology ALGN Stock Holding History

CFS Investment Advisory Services’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
Q2 		– Sell
-194,456
Closed – – 215
2022
Q1 		$0 Buy
+194,456
New +$94.6M ﹤0.01% 415
2021
Q4 		– Sell
-394
Closed -$262K – 215
2021
Q3 		$262K Buy
+394
New +$268K 0.04% 185

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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

CFS Investment Advisory Services's ALGN Position: Q2 2022 in Review

CFS Investment Advisory Services sold out of Align Technology (ALGN) in Q2 2022, closing a stake of 194,456 shares.

CFS Investment Advisory Services first reported a position in ALGN in Q3 2021 and held it in 2 quarters. The position peaked at $262K in Q3 2021. 747 funds tracked by Wall St. Rank hold ALGN as of Q2 2022.

  • CFS Investment Advisory Services reported no remaining Align Technology position as of Q2 2022 after selling out during the quarter.
  • CFS Investment Advisory Services sold 194,456 Align Technology shares in Q2 2022.
  • CFS Investment Advisory Services first reported a position in Align Technology in Q3 2021 and held it in 2 quarters.
  • CFS Investment Advisory Services's Align Technology position peaked at $262K in Q3 2021.
  • 747 funds tracked by Wall St. Rank held Align Technology as of Q2 2022.

Based on CFS Investment Advisory Services's 13F filing for Q2 2022, filed 16 Aug 2022.