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Harvest Investment Services’s Align Technology ALGN Stock Holding History

Harvest Investment Services’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
2022
Q1 		– Sell
-833
Closed -$547K – 178
2021
Q4 		$547K Sell
833
-94
-10% -$60.4K 0.23% 130
2021
Q3 		$616K Buy
+927
New +$630K 0.25% 124
2021
Q2 		– Sell
-1,028
Closed -$556K – 284
2021
Q1 		$556K Buy
+1,028
New +$568K 0.25% 118
2019
Q4 		– Sell
-3,194
Closed -$582K – 153
2019
Q3 		$582K Sell
3,194
-1,494
-32% -$311K 0.29% 66
2019
Q2 		$1.27M Buy
4,688
+245
+6% +$74K 0.72% 42
2019
Q1 		$1.27M Buy
+4,443
New +$1.06M 0.73% 40

Other funds holding ALGN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Harvest Investment Services's ALGN Position: Q1 2022 in Review

Harvest Investment Services sold out of Align Technology (ALGN) in Q1 2022, closing a stake of 833 shares — an estimated $547K sold.

Harvest Investment Services first reported a position in ALGN in Q1 2019 and held it in 6 quarters. The position peaked at $1.27M in Q2 2019. 862 funds tracked by Wall St. Rank hold ALGN as of Q1 2022.

  • Harvest Investment Services reported no remaining Align Technology position as of Q1 2022 after selling out during the quarter.
  • Harvest Investment Services sold 833 Align Technology shares in Q1 2022, an estimated $547K.
  • Harvest Investment Services first reported a position in Align Technology in Q1 2019 and held it in 6 quarters.
  • Harvest Investment Services's Align Technology position peaked at $1.27M in Q2 2019.
  • 862 funds tracked by Wall St. Rank held Align Technology as of Q1 2022.

Based on Harvest Investment Services's 13F filing for Q1 2022, filed 3 May 2022.