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JFG Wealth Management’s Align Technology ALGN Stock Holding History

JFG 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
2021
Q1 		– Sell
-2,000
Closed -$1.07M – 24
2020
Q4 		$1.07M Buy
+2,000
New +$899K 0.58% 14

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JFG Wealth Management's ALGN Position: Q1 2021 in Review

JFG Wealth Management sold out of Align Technology (ALGN) in Q1 2021, closing a stake of 2,000 shares — an estimated $1.07M sold.

JFG Wealth Management first reported a position in ALGN in Q4 2020 and held it in 1 quarter. The position peaked at $1.07M in Q4 2020. 813 funds tracked by Wall St. Rank hold ALGN as of Q1 2021.

  • JFG Wealth Management reported no remaining Align Technology position as of Q1 2021 after selling out during the quarter.
  • JFG Wealth Management sold 2,000 Align Technology shares in Q1 2021, an estimated $1.07M.
  • JFG Wealth Management first reported a position in Align Technology in Q4 2020 and held it in 1 quarter.
  • JFG Wealth Management's Align Technology position peaked at $1.07M in Q4 2020.
  • 813 funds tracked by Wall St. Rank held Align Technology as of Q1 2021.

Based on JFG Wealth Management's 13F filing for Q1 2021, filed 12 May 2021.