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Gupta Wealth Management’s Align Technology ALGN Stock Holding History

Gupta Wealth 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
2016
Q1 		$17K Buy
240
+79
+49% +$5.17K ﹤0.01% 700
2015
Q4 		$11K Buy
161
+146
+973% +$9.37K ﹤0.01% 847
2015
Q3 		$1K Hold
15
– – ﹤0.01% 1178
2015
Q2 		$1K Buy
+15
New +$886 ﹤0.01% 1182

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Gupta Wealth Management's ALGN Position: Q1 2016 in Review

Gupta Wealth Management increased its Align Technology (ALGN) stake by 49% in Q1 2016, buying an estimated $5.17K and bringing the position to 240 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #700.

Gupta Wealth Management first reported a position in ALGN in Q2 2015 and has held it in 4 quarters since. 317 funds tracked by Wall St. Rank hold ALGN as of Q1 2016.

  • Gupta Wealth Management held 240 shares of Align Technology worth $17K as of Q1 2016.
  • Gupta Wealth Management bought 79 Align Technology shares in Q1 2016, an estimated $5.17K.
  • Align Technology made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #700 holding.
  • Gupta Wealth Management first reported a position in Align Technology in Q2 2015 and has held it in 4 quarters since.
  • 317 funds tracked by Wall St. Rank held Align Technology as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.