Financial Gravity Asset Management’s Align Technology ALGN Stock Holding History

Financial Gravity Asset 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 Q3	$665K	Buy	+4	New	+$2.72K	0.31%	57
2021 Q2	–	Hold	0	–	–	–	74
2020 Q4	$2K	Buy	+4	New	+$1.8K	﹤0.01%	298
2019 Q4	–	Sell	-44	Closed	-$8K	–	1373
2019 Q3	$8K	Sell	44 -61	-58%	-$12.7K	0.01%	628
2019 Q2	$29K	Sell	105 -86	-45%	-$26K	0.02%	420
2019 Q1	$54K	Buy	+191	New	+$45.6K	0.04%	294
2018 Q3	$0	Hold	1	–	–	﹤0.01%	1370
2018 Q2	$0	Buy	+1	New	+$298	﹤0.01%	1395

Other funds holding ALGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Financial Gravity Asset Management's ALGN Position: Q3 2021 in Review

Financial Gravity Asset Management opened a new position in Align Technology (ALGN) in Q3 2021: 4 shares worth $665K. The stake represents 0.31% of the portfolio and ranks #57 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in ALGN as recently as Q4 2020.

Financial Gravity Asset Management first reported a position in ALGN in Q2 2018 and has held it in 7 quarters since. 887 funds tracked by Wall St. Rank hold ALGN as of Q3 2021.

Financial Gravity Asset Management held 4 shares of Align Technology worth $665K as of Q3 2021.
Align Technology was a new Financial Gravity Asset Management position in Q3 2021.
Align Technology made up 0.31% of Financial Gravity Asset Management's portfolio in Q3 2021, its #57 holding.
Financial Gravity Asset Management first reported a position in Align Technology in Q2 2018 and has held it in 7 quarters since.
887 funds tracked by Wall St. Rank held Align Technology as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.