CWS
ALGN icon

Confluence Wealth Services’s Align Technology ALGN Stock Holding History

Confluence Wealth 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
Q1 		– Sell
-32
Closed -$21K – 276
2021
Q4 		$21K Buy
+32
New +$20.6K 0.01% 710

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

Confluence Wealth Services's ALGN Position: Q1 2022 in Review

Confluence Wealth Services sold out of Align Technology (ALGN) in Q1 2022, closing a stake of 32 shares — an estimated $21K sold.

Confluence Wealth Services first reported a position in ALGN in Q4 2021 and held it in 1 quarter. The position peaked at $21K in Q4 2021. 862 funds tracked by Wall St. Rank hold ALGN as of Q1 2022.

  • Confluence Wealth Services reported no remaining Align Technology position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 32 Align Technology shares in Q1 2022, an estimated $21K.
  • Confluence Wealth Services first reported a position in Align Technology in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Align Technology position peaked at $21K in Q4 2021.
  • 862 funds tracked by Wall St. Rank held Align Technology as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.