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Foundations Investment Advisors’s Align Technology ALGN Stock Holding History

Foundations Investment 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
2020
Q2 		– Sell
-2,202
Closed -$346K – 164
2020
Q1 		$346K Buy
2,202
+245
+13% +$58.7K 0.04% 85
2019
Q4 		$559K Sell
1,957
-186
-9% -$46.4K 0.07% 93
2019
Q3 		$396K Buy
+2,143
New +$446K 0.05% 96

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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Foundations Investment Advisors's ALGN Position: Q2 2020 in Review

Foundations Investment Advisors sold out of Align Technology (ALGN) in Q2 2020, closing a stake of 2,202 shares — an estimated $346K sold.

Foundations Investment Advisors first reported a position in ALGN in Q3 2019 and held it in 3 quarters. The position peaked at $559K in Q4 2019. 632 funds tracked by Wall St. Rank hold ALGN as of Q2 2020.

  • Foundations Investment Advisors reported no remaining Align Technology position as of Q2 2020 after selling out during the quarter.
  • Foundations Investment Advisors sold 2,202 Align Technology shares in Q2 2020, an estimated $346K.
  • Foundations Investment Advisors first reported a position in Align Technology in Q3 2019 and held it in 3 quarters.
  • Foundations Investment Advisors's Align Technology position peaked at $559K in Q4 2019.
  • 632 funds tracked by Wall St. Rank held Align Technology as of Q2 2020.

Based on Foundations Investment Advisors's 13F filing for Q2 2020, filed 8 Jul 2020.