IFWM
ALGN icon

Institute for Wealth Management’s Align Technology ALGN Stock Holding History

Institute for 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
-307
Closed -$202K – 541
2021
Q4 		$202K Hold
307
– – 0.03% 472
2021
Q3 		$204K Buy
+307
New +$208K 0.04% 459
2021
Q1 		– Sell
-386
Closed -$206K – 473
2020
Q4 		$206K Buy
+386
New +$174K 0.04% 421

Other funds holding ALGN

BlackRock
BlackRock New York $5.72T 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

Institute for Wealth Management's ALGN Position: Q1 2022 in Review

Institute for Wealth Management sold out of Align Technology (ALGN) in Q1 2022, closing a stake of 307 shares — an estimated $202K sold.

Institute for Wealth Management first reported a position in ALGN in Q4 2020 and held it in 3 quarters. The position peaked at $206K in Q4 2020. 862 funds tracked by Wall St. Rank hold ALGN as of Q1 2022.

  • Institute for Wealth Management reported no remaining Align Technology position as of Q1 2022 after selling out during the quarter.
  • Institute for Wealth Management sold 307 Align Technology shares in Q1 2022, an estimated $202K.
  • Institute for Wealth Management first reported a position in Align Technology in Q4 2020 and held it in 3 quarters.
  • Institute for Wealth Management's Align Technology position peaked at $206K in Q4 2020.
  • 862 funds tracked by Wall St. Rank held Align Technology as of Q1 2022.

Based on Institute for Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.