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Insight Wealth Strategies’s Align Technology ALGN Stock Holding History

Insight Wealth Strategies’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
Q2 		– Sell
-1,308
Closed -$570K – 144
2022
Q1 		$570K Buy
1,308
+67
+5% +$32.6K 0.08% 120
2021
Q4 		$816K Buy
1,241
+23
+2% +$14.8K 0.12% 113
2021
Q3 		$810K Sell
1,218
-10
-0.8% -$6.79K 0.11% 120
2021
Q2 		$750K Sell
1,228
-506
-29% -$299K 0.11% 122
2021
Q1 		$939K Buy
1,734
+10
+0.6% +$5.53K 0.13% 106
2020
Q4 		$921K Sell
1,724
-100
-5% -$45K 0.16% 76
2020
Q3 		$597K Buy
1,824
+503
+38% +$154K 0.11% 89
2020
Q2 		$363K Buy
+1,321
New +$297K 0.08% 110
2020
Q1 		– Sell
-2,709
Closed -$756K – 154
2019
Q4 		$756K Buy
2,709
+37
+1% +$9.23K 0.16% 96
2019
Q3 		$483K Buy
2,672
+271
+11% +$56.3K 0.11% 119
2019
Q2 		$657K Buy
+2,401
New +$725K 0.16% 85

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Insight Wealth Strategies's ALGN Position: Q2 2022 in Review

Insight Wealth Strategies sold out of Align Technology (ALGN) in Q2 2022, closing a stake of 1,308 shares — an estimated $570K sold.

Insight Wealth Strategies first reported a position in ALGN in Q2 2019 and held it in 11 quarters. The position peaked at $939K in Q1 2021. 747 funds tracked by Wall St. Rank hold ALGN as of Q2 2022.

  • Insight Wealth Strategies reported no remaining Align Technology position as of Q2 2022 after selling out during the quarter.
  • Insight Wealth Strategies sold 1,308 Align Technology shares in Q2 2022, an estimated $570K.
  • Insight Wealth Strategies first reported a position in Align Technology in Q2 2019 and held it in 11 quarters.
  • Insight Wealth Strategies's Align Technology position peaked at $939K in Q1 2021.
  • 747 funds tracked by Wall St. Rank held Align Technology as of Q2 2022.

Based on Insight Wealth Strategies's 13F filing for Q2 2022, filed 1 Jul 2022.