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Kathmere Capital Management’s Align Technology ALGN Stock Holding History

Kathmere Capital 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
-1
Closed -$1K – 139
2020
Q4 		$1K Hold
1
– – ﹤0.01% 393
2020
Q3 		$0 Buy
+1
New +$305 ﹤0.01% 380

Other funds holding ALGN

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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

Kathmere Capital Management's ALGN Position: Q1 2021 in Review

Kathmere Capital Management sold out of Align Technology (ALGN) in Q1 2021, closing a stake of 1 share — an estimated $1K sold.

Kathmere Capital Management first reported a position in ALGN in Q3 2020 and held it in 2 quarters. The position peaked at $1K in Q4 2020. 813 funds tracked by Wall St. Rank hold ALGN as of Q1 2021.

  • Kathmere Capital Management reported no remaining Align Technology position as of Q1 2021 after selling out during the quarter.
  • Kathmere Capital Management sold 1 Align Technology share in Q1 2021, an estimated $1K.
  • Kathmere Capital Management first reported a position in Align Technology in Q3 2020 and held it in 2 quarters.
  • Kathmere Capital Management's Align Technology position peaked at $1K in Q4 2020.
  • 813 funds tracked by Wall St. Rank held Align Technology as of Q1 2021.

Based on Kathmere Capital Management's 13F filing for Q1 2021, filed 7 May 2021.