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Engrave Wealth Partners’s Align Technology ALGN Stock Holding History

Engrave Wealth Partners’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 		– Sell
-5,235
Closed -$2.88M – 68
2020
Q4 		$2.88M Buy
+5,235
New +$2.35M 2.37% 15
2020
Q3 		– Sell
-20
Closed -$5K – 64
2020
Q2 		$5K Hold
20
– – ﹤0.01% 317
2020
Q1 		$3K Hold
20
– – ﹤0.01% 307
2019
Q4 		$5K Buy
+20
New +$4.99K ﹤0.01% 352

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Engrave Wealth Partners's ALGN Position: Q1 2021 in Review

Engrave Wealth Partners sold out of Align Technology (ALGN) in Q1 2021, closing a stake of 5,235 shares — an estimated $2.88M sold.

Engrave Wealth Partners first reported a position in ALGN in Q4 2019 and held it in 4 quarters. The position peaked at $2.88M in Q4 2020. 814 funds tracked by Wall St. Rank hold ALGN as of Q1 2021.

  • Engrave Wealth Partners reported no remaining Align Technology position as of Q1 2021 after selling out during the quarter.
  • Engrave Wealth Partners sold 5,235 Align Technology shares in Q1 2021, an estimated $2.88M.
  • Engrave Wealth Partners first reported a position in Align Technology in Q4 2019 and held it in 4 quarters.
  • Engrave Wealth Partners's Align Technology position peaked at $2.88M in Q4 2020.
  • 814 funds tracked by Wall St. Rank held Align Technology as of Q1 2021.

Based on Engrave Wealth Partners's 13F filing for Q1 2021, filed 19 Apr 2021.