Cordatus Wealth Management’s Align Technology ALGN Stock Holding History

Cordatus 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
2021 Q1	$2.43M	Sell	4,489 -349	-7%	-$193K	0.93%	31
2020 Q4	$2.58M	Sell	4,838 -1,365	-22%	-$614K	1.09%	24
2020 Q3	$2.03M	Buy	+6,203	New	+$1.89M	0.98%	34
2019 Q3	–	Sell	-5,866	Closed	-$1.6M	–	119
2019 Q2	$1.6M	Buy	+5,866	New	+$1.77M	0.94%	39
2019 Q1	–	Sell	-3,110	Closed	-$651K	–	123
2018 Q4	$651K	Buy	+3,110	New	+$786K	0.46%	54

Other funds holding ALGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cordatus Wealth Management's ALGN Position: Q1 2021 in Review

Cordatus Wealth Management reduced its Align Technology (ALGN) stake by 7.2% in Q1 2021, selling an estimated $193K and leaving 4,489 shares worth $2.43M. The position accounts for 0.93% of the portfolio, ranked #31.

Cordatus Wealth Management first reported a position in ALGN in Q4 2018 and has held it in 5 quarters since. The position peaked at $2.58M in Q4 2020. 813 funds tracked by Wall St. Rank hold ALGN as of Q1 2021.

Cordatus Wealth Management held 4,489 shares of Align Technology worth $2.43M as of Q1 2021.
Cordatus Wealth Management sold 349 Align Technology shares in Q1 2021, an estimated $193K.
Align Technology made up 0.93% of Cordatus Wealth Management's portfolio in Q1 2021, its #31 holding.
Cordatus Wealth Management first reported a position in Align Technology in Q4 2018 and has held it in 5 quarters since.
Cordatus Wealth Management's Align Technology position peaked at $2.58M in Q4 2020.
813 funds tracked by Wall St. Rank held Align Technology as of Q1 2021.

Based on Cordatus Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.