CSat Investment Advisory’s Align Technology ALGN Stock Holding History

CSat Investment Advisory’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	$22K	Buy	40 +9	+29%	+$4.97K	0.02%	359
2020 Q4	$17K	Sell	31 -552	-95%	-$248K	0.02%	367
2020 Q3	$191K	Sell	583 -1	-0.2%	-$305	0.02%	283
2020 Q2	$160K	Buy	584 +87	+18%	+$19.6K	0.02%	354
2020 Q1	$87K	Buy	497 +139	+39%	+$33.3K	0.02%	375
2019 Q4	$100K	Buy	358 +12	+3%	+$2.99K	0.03%	359
2019 Q3	$62K	Buy	346 +107	+45%	+$22.2K	0.02%	429
2019 Q2	$65K	Buy	239 +164	+219%	+$49.5K	0.02%	387
2019 Q1	$21K	Hold	75	–	–	0.01%	301
2018 Q4	$16K	Buy	75 +54	+257%	+$13.6K	0.01%	325
2018 Q3	$8K	Buy	21 +1	+5%	+$369	﹤0.01%	399
2018 Q2	$7K	Buy	+20	New	+$5.97K	﹤0.01%	404

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

CSat Investment Advisory's ALGN Position: Q1 2021 in Review

CSat Investment Advisory increased its Align Technology (ALGN) stake by 29% in Q1 2021, buying an estimated $4.97K and bringing the position to 40 shares worth $22K. The position accounts for 0.02% of the portfolio, ranked #359.

CSat Investment Advisory first reported a position in ALGN in Q2 2018 and has held it in 12 quarters since. The position peaked at $191K in Q3 2020. 814 funds tracked by Wall St. Rank hold ALGN as of Q1 2021.

CSat Investment Advisory held 40 shares of Align Technology worth $22K as of Q1 2021.
CSat Investment Advisory bought 9 Align Technology shares in Q1 2021, an estimated $4.97K.
Align Technology made up 0.02% of CSat Investment Advisory's portfolio in Q1 2021, its #359 holding.
CSat Investment Advisory first reported a position in Align Technology in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Align Technology position peaked at $191K in Q3 2020.
814 funds tracked by Wall St. Rank held Align Technology as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.