Homrich & Berg’s Align Technology ALGN Stock Holding History

Homrich & Berg’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 Q3	$228K	Hold	343	–	–	0.01%	414
2021 Q2	$210K	Buy	+343	New	+$203K	﹤0.01%	451

Other funds holding ALGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Homrich & Berg's ALGN Position: Q3 2021 in Review

Homrich & Berg held its Align Technology (ALGN) position steady in Q3 2021 at 343 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #414.

Homrich & Berg first reported a position in ALGN in Q2 2021 and has held it in 2 quarters since. 885 funds tracked by Wall St. Rank hold ALGN as of Q3 2021.

Homrich & Berg held 343 shares of Align Technology worth $228K as of Q3 2021.
Homrich & Berg left its Align Technology share count unchanged in Q3 2021.
Align Technology made up 0.01% of Homrich & Berg's portfolio in Q3 2021, its #414 holding.
Homrich & Berg first reported a position in Align Technology in Q2 2021 and has held it in 2 quarters since.
885 funds tracked by Wall St. Rank held Align Technology as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.