Harvest Group Wealth Management’s Align Technology ALGN Stock Holding History

Harvest Group 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
2021 Q1	–	Sell	-106	Closed	-$57K	–	61
2020 Q4	$57K	Hold	106	–	–	0.03%	100
2020 Q3	$35K	Buy	106 +6	+6%	+$1.83K	0.02%	115
2020 Q2	$27K	Hold	100	–	–	0.02%	129
2020 Q1	$17K	Hold	100	–	–	0.02%	149
2019 Q4	$27K	Hold	100	–	–	0.02%	126
2019 Q3	$18K	Hold	100	–	–	0.02%	176
2019 Q2	$27K	Hold	100	–	–	0.03%	116
2019 Q1	$28K	Buy	+100	New	+$23.9K	0.03%	127

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Harvest Group Wealth Management's ALGN Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Align Technology (ALGN) in Q1 2021, closing a stake of 106 shares — an estimated $57K sold.

Harvest Group Wealth Management first reported a position in ALGN in Q1 2019 and held it in 8 quarters. The position peaked at $57K in Q4 2020. 814 funds tracked by Wall St. Rank hold ALGN as of Q1 2021.

Harvest Group Wealth Management reported no remaining Align Technology position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 106 Align Technology shares in Q1 2021, an estimated $57K.
Harvest Group Wealth Management first reported a position in Align Technology in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's Align Technology position peaked at $57K in Q4 2020.
814 funds tracked by Wall St. Rank held Align Technology as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.