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Dynamic Advisor Solutions’s Align Technology ALGN Stock Holding History

Dynamic Advisor Solutions’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
2019
Q1 		– Sell
-1,461
Closed -$332K – 431
2018
Q4 		$332K Sell
1,461
-279
-16% -$70.5K 0.07% 270
2018
Q3 		$681K Sell
1,740
-32
-2% -$11.8K 0.14% 179
2018
Q2 		$606K Sell
1,772
-226
-11% -$67.4K 0.14% 185
2018
Q1 		$502K Sell
1,998
-332
-14% -$85.3K 0.13% 186
2017
Q4 		$518K Sell
2,330
-915
-28% -$208K 0.17% 146
2017
Q3 		$604K Sell
3,245
-230
-7% -$39.4K 0.24% 125
2017
Q2 		$522K Sell
3,475
-313
-8% -$42.4K 0.2% 131
2017
Q1 		$435K Sell
3,788
-325
-8% -$32.8K 0.17% 145
2016
Q4 		$395K Sell
4,113
-220
-5% -$20.4K 0.16% 155
2016
Q3 		$406K Sell
4,333
-255
-6% -$23.1K 0.15% 163
2016
Q2 		$370K Hold
4,588
– – 0.15% 149
2016
Q1 		$334K Sell
4,588
-80
-2% -$5.24K 0.14% 155
2015
Q4 		$307K Buy
4,668
+150
+3% +$9.62K 0.13% 176
2015
Q3 		$256K Buy
4,518
+305
+7% +$18.2K 0.13% 152
2015
Q2 		$264K Buy
+4,213
New +$249K 0.15% 134
2015
Q1 		– Sell
-3,873
Closed -$217K – 192
2014
Q4 		$217K Hold
3,873
– – 0.12% 173
2014
Q3 		$200K Buy
3,873
+38
+1% +$2.07K 0.11% 181
2014
Q2 		$215K Buy
+3,835
New +$199K 0.13% 181

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dynamic Advisor Solutions's ALGN Position: Q1 2019 in Review

Dynamic Advisor Solutions sold out of Align Technology (ALGN) in Q1 2019, closing a stake of 1,461 shares — an estimated $332K sold.

Dynamic Advisor Solutions first reported a position in ALGN in Q2 2014 and held it in 18 quarters. The position peaked at $681K in Q3 2018. 647 funds tracked by Wall St. Rank hold ALGN as of Q1 2019.

  • Dynamic Advisor Solutions reported no remaining Align Technology position as of Q1 2019 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 1,461 Align Technology shares in Q1 2019, an estimated $332K.
  • Dynamic Advisor Solutions first reported a position in Align Technology in Q2 2014 and held it in 18 quarters.
  • Dynamic Advisor Solutions's Align Technology position peaked at $681K in Q3 2018.
  • 647 funds tracked by Wall St. Rank held Align Technology as of Q1 2019.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2019, filed 10 Apr 2019.