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FormulaFolio Investments’s Align Technology ALGN Stock Holding History

FormulaFolio Investments’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
Q1 		– Sell
-13,493
Closed -$7.21M – 475
2020
Q4 		$7.21M Buy
+13,493
New +$6.07M 0.15% 114
2020
Q2 		– Sell
-1,231
Closed -$214K – 289
2020
Q1 		$214K Buy
+1,231
New +$295K 0.01% 262
2019
Q3 		– Sell
-2,177
Closed -$596K – 339
2019
Q2 		$596K Buy
+2,177
New +$657K 0.03% 190

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

FormulaFolio Investments's ALGN Position: Q1 2021 in Review

FormulaFolio Investments sold out of Align Technology (ALGN) in Q1 2021, closing a stake of 13,493 shares — an estimated $7.21M sold.

FormulaFolio Investments first reported a position in ALGN in Q2 2019 and held it in 3 quarters. The position peaked at $7.21M in Q4 2020. 813 funds tracked by Wall St. Rank hold ALGN as of Q1 2021.

  • FormulaFolio Investments reported no remaining Align Technology position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 13,493 Align Technology shares in Q1 2021, an estimated $7.21M.
  • FormulaFolio Investments first reported a position in Align Technology in Q2 2019 and held it in 3 quarters.
  • FormulaFolio Investments's Align Technology position peaked at $7.21M in Q4 2020.
  • 813 funds tracked by Wall St. Rank held Align Technology as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.