IWM
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IHT Wealth Management’s Align Technology ALGN Stock Holding History

IHT 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
2022
Q1 		– Sell
-378
Closed -$248K – 770
2021
Q4 		$248K Hold
378
– – 0.02% 678
2021
Q3 		$252K Sell
378
-8
-2% -$5.43K 0.02% 654
2021
Q2 		$236K Buy
386
+17
+5% +$10.1K 0.02% 798
2021
Q1 		$200K Sell
369
-2,321
-86% -$1.28M 0.01% 778
2020
Q4 		$1.44M Buy
+2,690
New +$1.21M 0.12% 177
2018
Q2 		– Sell
-347
Closed -$84K – 444
2018
Q1 		$84K Buy
347
+86
+33% +$22.1K 0.02% 526
2017
Q4 		$65K Buy
261
+227
+668% +$51.6K 0.02% 614
2017
Q3 		$6K Buy
34
+12
+55% +$2.05K ﹤0.01% 1048
2017
Q2 		$3 Sell
22
-63
-74% -$8.54K ﹤0.01% 1153
2017
Q1 		$10K Sell
85
-110
-56% -$11.1K 0.01% 829
2016
Q4 		$19K Buy
+195
New +$18.1K 0.01% 647

Other funds holding ALGN

BlackRock
BlackRock New York $5.7T 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