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Holistic Financial Partners’s Align Technology ALGN Stock Holding History

Holistic Financial Partners’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
-346
Closed -$227K – 117
2021
Q4 		$227K Hold
346
– – 0.13% 99
2021
Q3 		$230K Buy
+346
New +$235K 0.14% 95
2018
Q2 		– Sell
-300
Closed -$75K – 47
2018
Q1 		$75K Sell
300
-111
-27% -$28.5K 0.06% 142
2017
Q4 		$91K Buy
+411
New +$93.4K 0.07% 124

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

Holistic Financial Partners's ALGN Position: Q1 2022 in Review

Holistic Financial Partners sold out of Align Technology (ALGN) in Q1 2022, closing a stake of 346 shares — an estimated $227K sold.

Holistic Financial Partners first reported a position in ALGN in Q4 2017 and held it in 4 quarters. The position peaked at $230K in Q3 2021. 862 funds tracked by Wall St. Rank hold ALGN as of Q1 2022.

  • Holistic Financial Partners reported no remaining Align Technology position as of Q1 2022 after selling out during the quarter.
  • Holistic Financial Partners sold 346 Align Technology shares in Q1 2022, an estimated $227K.
  • Holistic Financial Partners first reported a position in Align Technology in Q4 2017 and held it in 4 quarters.
  • Holistic Financial Partners's Align Technology position peaked at $230K in Q3 2021.
  • 862 funds tracked by Wall St. Rank held Align Technology as of Q1 2022.

Based on Holistic Financial Partners's 13F filing for Q1 2022, filed 13 May 2022.