GFPC
ALGN icon

Global Financial Private Capital’s Align Technology ALGN Stock Holding History

Global Financial Private Capital’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
2018
Q4 		– Sell
-1,516
Closed -$593K – 342
2018
Q3 		$593K Sell
1,516
-444
-23% -$164K 0.02% 357
2018
Q2 		$671K Sell
1,960
-39
-2% -$11.6K 0.02% 320
2018
Q1 		$502K Buy
+1,999
New +$513K 0.02% 353
2017
Q4 		– Sell
-1,932
Closed -$360K – 515
2017
Q3 		$360K Sell
1,932
-673
-26% -$115K 0.01% 377
2017
Q2 		$391K Buy
2,605
+206
+9% +$27.9K 0.02% 183
2017
Q1 		$275K Buy
+2,399
New +$242K 0.01% 188

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Global Financial Private Capital's ALGN Position: Q4 2018 in Review

Global Financial Private Capital sold out of Align Technology (ALGN) in Q4 2018, closing a stake of 1,516 shares — an estimated $593K sold.

Global Financial Private Capital first reported a position in ALGN in Q1 2017 and held it in 6 quarters. The position peaked at $671K in Q2 2018. 634 funds tracked by Wall St. Rank hold ALGN as of Q4 2018.

  • Global Financial Private Capital reported no remaining Align Technology position as of Q4 2018 after selling out during the quarter.
  • Global Financial Private Capital sold 1,516 Align Technology shares in Q4 2018, an estimated $593K.
  • Global Financial Private Capital first reported a position in Align Technology in Q1 2017 and held it in 6 quarters.
  • Global Financial Private Capital's Align Technology position peaked at $671K in Q2 2018.
  • 634 funds tracked by Wall St. Rank held Align Technology as of Q4 2018.

Based on Global Financial Private Capital's 13F filing for Q4 2018, filed 5 Feb 2019.