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Freedom Investment Management’s Align Technology ALGN Stock Holding History

Freedom 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
2022
Q2 		– Sell
-2,496
Closed -$1.09M – 732
2022
Q1 		$1.09M Buy
2,496
+211
+9% +$103K 0.1% 274
2021
Q4 		$1.5M Sell
2,285
-561
-20% -$361K 0.11% 244
2021
Q3 		$1.89M Buy
2,846
+1,560
+121% +$1.06M 0.14% 187
2021
Q2 		$786K Sell
1,286
-450
-26% -$266K 0.06% 400
2021
Q1 		$940K Buy
1,736
+571
+49% +$316K 0.07% 321
2020
Q4 		$623K Buy
+1,165
New +$524K 0.07% 279
2019
Q2 		– Sell
-1,555
Closed -$442K – 686
2019
Q1 		$442K Buy
+1,555
New +$371K 0.04% 409
2018
Q3 		– Sell
-1,425
Closed -$488K – 903
2018
Q2 		$488K Buy
+1,425
New +$425K 0.03% 565
2018
Q1 		– Sell
-2,359
Closed -$524K – 1113
2017
Q4 		$524K Buy
+2,359
New +$536K 0.03% 609
2017
Q3 		– Sell
-2,180
Closed -$327K – 1097
2017
Q2 		$327K Buy
+2,180
New +$296K 0.02% 748

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Freedom Investment Management's ALGN Position: Q2 2022 in Review

Freedom Investment Management sold out of Align Technology (ALGN) in Q2 2022, closing a stake of 2,496 shares — an estimated $1.09M sold.

Freedom Investment Management first reported a position in ALGN in Q2 2017 and held it in 10 quarters. The position peaked at $1.89M in Q3 2021. 747 funds tracked by Wall St. Rank hold ALGN as of Q2 2022.

  • Freedom Investment Management reported no remaining Align Technology position as of Q2 2022 after selling out during the quarter.
  • Freedom Investment Management sold 2,496 Align Technology shares in Q2 2022, an estimated $1.09M.
  • Freedom Investment Management first reported a position in Align Technology in Q2 2017 and held it in 10 quarters.
  • Freedom Investment Management's Align Technology position peaked at $1.89M in Q3 2021.
  • 747 funds tracked by Wall St. Rank held Align Technology as of Q2 2022.

Based on Freedom Investment Management's 13F filing for Q2 2022, filed 8 Aug 2022.