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Coyle Financial Counsel’s Align Technology ALGN Stock Holding History

Coyle Financial Counsel’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
Q3 		– Sell
-2,100
Closed -$497K – 58
2022
Q2 		$497K Hold
2,100
– – 0.27% 46
2022
Q1 		$916K Hold
2,100
– – 0.49% 39
2021
Q4 		$1.38M Hold
2,100
– – 0.81% 28
2021
Q3 		$1.4M Hold
2,100
– – 0.82% 30
2021
Q2 		$1.28M Hold
2,100
– – 0.77% 31
2021
Q1 		$1.14M Hold
2,100
– – 0.79% 31
2020
Q4 		$1.12M Hold
2,100
– – 0.82% 30
2020
Q3 		$687K Sell
2,100
-1,000
-32% -$305K 0.57% 34
2020
Q2 		$851K Hold
3,100
– – 0.79% 29
2020
Q1 		$539K Hold
3,100
– – 0.67% 33
2019
Q4 		$865K Buy
+3,100
New +$773K 0.8% 34

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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

Coyle Financial Counsel's ALGN Position: Q3 2022 in Review

Coyle Financial Counsel sold out of Align Technology (ALGN) in Q3 2022, closing a stake of 2,100 shares — an estimated $497K sold.

Coyle Financial Counsel first reported a position in ALGN in Q4 2019 and held it in 11 quarters. The position peaked at $1.4M in Q3 2021. 731 funds tracked by Wall St. Rank hold ALGN as of Q3 2022.

  • Coyle Financial Counsel reported no remaining Align Technology position as of Q3 2022 after selling out during the quarter.
  • Coyle Financial Counsel sold 2,100 Align Technology shares in Q3 2022, an estimated $497K.
  • Coyle Financial Counsel first reported a position in Align Technology in Q4 2019 and held it in 11 quarters.
  • Coyle Financial Counsel's Align Technology position peaked at $1.4M in Q3 2021.
  • 731 funds tracked by Wall St. Rank held Align Technology as of Q3 2022.

Based on Coyle Financial Counsel's 13F filing for Q3 2022, filed 9 Nov 2022.