ISWM
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Independent Solutions Wealth Management’s Align Technology ALGN Stock Holding History

Independent Solutions 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
-393
Closed -$258K – 215
2021
Q4 		$258K Hold
393
– – 0.06% 197
2021
Q3 		$262K Sell
393
-14
-3% -$9.51K 0.06% 192
2021
Q2 		$249K Sell
407
-40
-9% -$23.7K 0.06% 190
2021
Q1 		$242K Sell
447
-10
-2% -$5.53K 0.07% 173
2020
Q4 		$244K Buy
+457
New +$205K 0.08% 164
2020
Q3 		– Sell
-914
Closed -$251K – 160
2020
Q2 		$251K Buy
+914
New +$206K 0.11% 132
2020
Q1 		– Sell
-805
Closed -$225K – 128
2019
Q4 		$225K Buy
+805
New +$201K 0.1% 147

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