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Elmwood Wealth Management’s Align Technology ALGN Stock Holding History

Elmwood 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
2019
Q1 		– Sell
-2,600
Closed -$545K – 278
2018
Q4 		$545K Hold
2,600
– – 0.53% 65
2018
Q3 		$1.02M Hold
2,600
– – 0.84% 45
2018
Q2 		$890K Buy
+2,600
New +$776K 0.81% 45

Other funds holding ALGN

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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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Elmwood Wealth Management's ALGN Position: Q1 2019 in Review

Elmwood Wealth Management sold out of Align Technology (ALGN) in Q1 2019, closing a stake of 2,600 shares — an estimated $545K sold.

Elmwood Wealth Management first reported a position in ALGN in Q2 2018 and held it in 3 quarters. The position peaked at $1.02M in Q3 2018. 647 funds tracked by Wall St. Rank hold ALGN as of Q1 2019.

  • Elmwood Wealth Management reported no remaining Align Technology position as of Q1 2019 after selling out during the quarter.
  • Elmwood Wealth Management sold 2,600 Align Technology shares in Q1 2019, an estimated $545K.
  • Elmwood Wealth Management first reported a position in Align Technology in Q2 2018 and held it in 3 quarters.
  • Elmwood Wealth Management's Align Technology position peaked at $1.02M in Q3 2018.
  • 647 funds tracked by Wall St. Rank held Align Technology as of Q1 2019.

Based on Elmwood Wealth Management's 13F filing for Q1 2019, filed 22 May 2019.