FHC
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First Heartland Consultants’s Align Technology ALGN Stock Holding History

First Heartland Consultants’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
-827
Closed -$448K – 386
2021
Q1 		$448K Sell
827
-459
-36% -$254K 0.07% 221
2020
Q4 		$687K Buy
+1,286
New +$578K 0.11% 134

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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
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 $14.5B AUM 5.7% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

First Heartland Consultants's ALGN Position: Q2 2021 in Review

First Heartland Consultants sold out of Align Technology (ALGN) in Q2 2021, closing a stake of 827 shares — an estimated $448K sold.

First Heartland Consultants first reported a position in ALGN in Q4 2020 and held it in 2 quarters. The position peaked at $687K in Q4 2020. 851 funds tracked by Wall St. Rank hold ALGN as of Q2 2021.

  • First Heartland Consultants reported no remaining Align Technology position as of Q2 2021 after selling out during the quarter.
  • First Heartland Consultants sold 827 Align Technology shares in Q2 2021, an estimated $448K.
  • First Heartland Consultants first reported a position in Align Technology in Q4 2020 and held it in 2 quarters.
  • First Heartland Consultants's Align Technology position peaked at $687K in Q4 2020.
  • 851 funds tracked by Wall St. Rank held Align Technology as of Q2 2021.

Based on First Heartland Consultants's 13F filing for Q2 2021, filed 16 Aug 2021.