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Gerber Kawasaki Wealth & Investment Management’s Align Technology ALGN Stock Holding History

Gerber Kawasaki Wealth & 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
2021
Q4 		– Sell
-43
Closed -$28K – 305
2021
Q3 		$28K Buy
+43
New +$29.2K ﹤0.01% 424

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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 $11.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's ALGN Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Align Technology (ALGN) in Q4 2021, closing a stake of 43 shares — an estimated $28K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in ALGN in Q3 2021 and held it in 1 quarter. The position peaked at $28K in Q3 2021. 932 funds tracked by Wall St. Rank hold ALGN as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Align Technology position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 43 Align Technology shares in Q4 2021, an estimated $28K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Align Technology in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Align Technology position peaked at $28K in Q3 2021.
  • 932 funds tracked by Wall St. Rank held Align Technology as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.