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Kelman-Lazarov Inc’s Align Technology ALGN Stock Holding History

Kelman-Lazarov Inc’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
-400
Closed -$214K – 85
2020
Q4 		$214K Buy
+400
New +$180K 0.08% 76
2017
Q1 		– Sell
-400
Closed -$38.5K – 107
2016
Q4 		$38.5K Hold
400
– – 0.02% 180
2016
Q3 		$35.8K Hold
400
– – 0.02% 201
2016
Q2 		$33K Hold
400
– – 0.02% 196
2016
Q1 		$29K Buy
+400
New +$26.2K 0.02% 219

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 $3.37T AUM 44.26% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Kelman-Lazarov Inc's ALGN Position: Q1 2021 in Review

Kelman-Lazarov Inc sold out of Align Technology (ALGN) in Q1 2021, closing a stake of 400 shares — an estimated $214K sold.

Kelman-Lazarov Inc first reported a position in ALGN in Q1 2016 and held it in 5 quarters. The position peaked at $214K in Q4 2020. 814 funds tracked by Wall St. Rank hold ALGN as of Q1 2021.

  • Kelman-Lazarov Inc reported no remaining Align Technology position as of Q1 2021 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 400 Align Technology shares in Q1 2021, an estimated $214K.
  • Kelman-Lazarov Inc first reported a position in Align Technology in Q1 2016 and held it in 5 quarters.
  • Kelman-Lazarov Inc's Align Technology position peaked at $214K in Q4 2020.
  • 814 funds tracked by Wall St. Rank held Align Technology as of Q1 2021.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2021, filed 7 May 2021.