EWA
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Evolution Wealth Advisors’s Align Technology ALGN Stock Holding History

Evolution Wealth 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
2021
Q4 		– Sell
-94
Closed -$63K – 156
2021
Q3 		$63K Buy
94
+13
+16% +$8.83K 0.01% 181
2021
Q2 		$49K Sell
81
-50
-38% -$29.6K 0.01% 209
2021
Q1 		$71K Buy
131
+36
+38% +$19.9K 0.02% 174
2020
Q4 		$51K Buy
95
+47
+98% +$21.1K 0.01% 177
2020
Q3 		$16K Buy
48
+36
+300% +$11K ﹤0.01% 294
2020
Q2 		$3K Buy
+12
New +$2.7K ﹤0.01% 418
2020
Q1 		– Sell
-107
Closed -$30K – 317
2019
Q4 		$30K Buy
107
+95
+792% +$23.7K 0.01% 188
2019
Q3 		$2K Sell
12
-1
-8% -$208 ﹤0.01% 391
2019
Q2 		$4K Buy
+13
New +$3.93K ﹤0.01% 279

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