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 New York $6.73T AUM 46.02% 1-Year Est. Return

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

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Independent Solutions Wealth Management's ALGN Position: Q1 2022 in Review

Independent Solutions Wealth Management sold out of Align Technology (ALGN) in Q1 2022, closing a stake of 393 shares — an estimated $258K sold.

Independent Solutions Wealth Management first reported a position in ALGN in Q4 2019 and held it in 7 quarters. The position peaked at $262K in Q3 2021. 861 funds tracked by Wall St. Rank hold ALGN as of Q1 2022.

Independent Solutions Wealth Management reported no remaining Align Technology position as of Q1 2022 after selling out during the quarter.
Independent Solutions Wealth Management sold 393 Align Technology shares in Q1 2022, an estimated $258K.
Independent Solutions Wealth Management first reported a position in Align Technology in Q4 2019 and held it in 7 quarters.
Independent Solutions Wealth Management's Align Technology position peaked at $262K in Q3 2021.
861 funds tracked by Wall St. Rank held Align Technology as of Q1 2022.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2022, filed 19 Dec 2024.