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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 $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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Evolution Wealth Advisors's ALGN Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Align Technology (ALGN) in Q4 2021, closing a stake of 94 shares — an estimated $63K sold.

Evolution Wealth Advisors first reported a position in ALGN in Q2 2019 and held it in 9 quarters. The position peaked at $71K in Q1 2021. 931 funds tracked by Wall St. Rank hold ALGN as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Align Technology position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 94 Align Technology shares in Q4 2021, an estimated $63K.
  • Evolution Wealth Advisors first reported a position in Align Technology in Q2 2019 and held it in 9 quarters.
  • Evolution Wealth Advisors's Align Technology position peaked at $71K in Q1 2021.
  • 931 funds tracked by Wall St. Rank held Align Technology as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.