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Financial Advocates Investment Management’s Align Technology ALGN Stock Holding History

Financial Advocates Investment 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
2021
Q2 		– Sell
-1,728
Closed -$936K – 736
2021
Q1 		$936K Buy
1,728
+943
+120% +$521K 0.07% 332
2020
Q4 		$419K Buy
+785
New +$353K 0.03% 484

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BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $11.6B AUM 8.03% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Financial Advocates Investment Management's ALGN Position: Q2 2021 in Review

Financial Advocates Investment Management sold out of Align Technology (ALGN) in Q2 2021, closing a stake of 1,728 shares — an estimated $936K sold.

Financial Advocates Investment Management first reported a position in ALGN in Q4 2020 and held it in 2 quarters. The position peaked at $936K in Q1 2021. 852 funds tracked by Wall St. Rank hold ALGN as of Q2 2021.

  • Financial Advocates Investment Management reported no remaining Align Technology position as of Q2 2021 after selling out during the quarter.
  • Financial Advocates Investment Management sold 1,728 Align Technology shares in Q2 2021, an estimated $936K.
  • Financial Advocates Investment Management first reported a position in Align Technology in Q4 2020 and held it in 2 quarters.
  • Financial Advocates Investment Management's Align Technology position peaked at $936K in Q1 2021.
  • 852 funds tracked by Wall St. Rank held Align Technology as of Q2 2021.

Based on Financial Advocates Investment Management's 13F filing for Q2 2021, filed 3 Aug 2021.