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Edge Advisors’s Align Technology ALGN Stock Holding History

Edge Advisors’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
2018
Q2 		$2.43M Buy
7,107
+464
+7% +$138K 0.22% 106
2018
Q1 		$1.67M Buy
6,643
+243
+4% +$62.4K 0.16% 127
2017
Q4 		$1.42M Sell
6,400
-1,217
-16% -$276K 0.14% 131
2017
Q3 		$1.42M Sell
7,617
-991
-12% -$170K 0.15% 125
2017
Q2 		$1.29M Buy
8,608
+708
+9% +$96K 0.15% 137
2017
Q1 		$905K Buy
7,900
+1,328
+20% +$134K 0.11% 162
2016
Q4 		$631K Buy
+6,572
New +$610K 0.08% 190

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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Edge Advisors's ALGN Position: Q2 2018 in Review

Edge Advisors increased its Align Technology (ALGN) stake by 7% in Q2 2018, buying an estimated $138K and bringing the position to 7,107 shares worth $2.43M. The position accounts for 0.22% of the portfolio, ranked #106.

Edge Advisors first reported a position in ALGN in Q4 2016 and has held it in 7 quarters since. 681 funds tracked by Wall St. Rank hold ALGN as of Q2 2018.

  • Edge Advisors held 7,107 shares of Align Technology worth $2.43M as of Q2 2018.
  • Edge Advisors bought 464 Align Technology shares in Q2 2018, an estimated $138K.
  • Align Technology made up 0.22% of Edge Advisors's portfolio in Q2 2018, its #106 holding.
  • Edge Advisors first reported a position in Align Technology in Q4 2016 and has held it in 7 quarters since.
  • 681 funds tracked by Wall St. Rank held Align Technology as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.