Gideon Capital Advisors’s Align Technology ALGN Stock Holding History

Gideon Capital 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
2019 Q1	–	Sell	-1,358	Closed	-$284K	–	362
2018 Q4	$284K	Buy	1,358 +673	+98%	+$170K	0.12%	272
2018 Q3	$268K	Buy	+685	New	+$253K	0.13%	265
2018 Q2	–	Sell	-1,687	Closed	-$424K	–	357
2018 Q1	$424K	Buy	+1,687	New	+$433K	0.26%	148
2017 Q4	–	Sell	-1,569	Closed	-$292K	–	291
2017 Q3	$292K	Buy	+1,569	New	+$269K	0.29%	152
2017 Q1	–	Sell	-3,298	Closed	-$318K	–	385
2016 Q4	$318K	Buy	+3,298	New	+$306K	0.2%	231

Other funds holding ALGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Gideon Capital Advisors's ALGN Position: Q1 2019 in Review

Gideon Capital Advisors sold out of Align Technology (ALGN) in Q1 2019, closing a stake of 1,358 shares — an estimated $284K sold.

Gideon Capital Advisors first reported a position in ALGN in Q4 2016 and held it in 5 quarters. The position peaked at $424K in Q1 2018. 647 funds tracked by Wall St. Rank hold ALGN as of Q1 2019.

Gideon Capital Advisors reported no remaining Align Technology position as of Q1 2019 after selling out during the quarter.
Gideon Capital Advisors sold 1,358 Align Technology shares in Q1 2019, an estimated $284K.
Gideon Capital Advisors first reported a position in Align Technology in Q4 2016 and held it in 5 quarters.
Gideon Capital Advisors's Align Technology position peaked at $424K in Q1 2018.
647 funds tracked by Wall St. Rank held Align Technology as of Q1 2019.

Based on Gideon Capital Advisors's 13F filing for Q1 2019, filed 14 May 2019.