DWM
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Dakota Wealth Management’s Align Technology ALGN Stock Holding History

Dakota 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
Q4 		– Sell
-303
Closed -$201K – 389
2021
Q3 		$201K Sell
303
-32
-10% -$21.7K 0.02% 326
2021
Q2 		$204K Buy
+335
New +$198K 0.02% 309
2021
Q1 		– Sell
-487
Closed -$260K – 316
2020
Q4 		$260K Sell
487
-203
-29% -$91.3K 0.03% 277
2020
Q3 		$225K Sell
690
-165
-19% -$50.4K 0.04% 253
2020
Q2 		$235K Buy
+855
New +$193K 0.04% 239
2020
Q1 		– Sell
-881
Closed -$246K – 257
2019
Q4 		$246K Buy
+881
New +$220K 0.04% 265
2018
Q4 		– Sell
-605
Closed -$237K – 278
2018
Q3 		$237K Sell
605
-144
-19% -$53.1K 0.05% 239
2018
Q2 		$256K Buy
+749
New +$223K 0.07% 179

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return