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Keudell/Morrison Wealth Management’s Align Technology ALGN Stock Holding History

Keudell/Morrison 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
-557
Closed -$298K – 169
2020
Q4 		$298K Buy
+557
New +$250K 0.19% 122
2020
Q3 		– Sell
-762
Closed -$209K – 149
2020
Q2 		$209K Buy
+762
New +$172K 0.17% 131
2020
Q1 		– Sell
-750
Closed -$209K – 138
2019
Q4 		$209K Buy
+750
New +$187K 0.14% 142
2019
Q2 		– Sell
-871
Closed -$248K – 144
2019
Q1 		$248K Buy
+871
New +$208K 0.22% 114

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
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

Keudell/Morrison Wealth Management's ALGN Position: Q1 2021 in Review

Keudell/Morrison Wealth Management sold out of Align Technology (ALGN) in Q1 2021, closing a stake of 557 shares — an estimated $298K sold.

Keudell/Morrison Wealth Management first reported a position in ALGN in Q1 2019 and held it in 4 quarters. The position peaked at $298K in Q4 2020. 814 funds tracked by Wall St. Rank hold ALGN as of Q1 2021.

  • Keudell/Morrison Wealth Management reported no remaining Align Technology position as of Q1 2021 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 557 Align Technology shares in Q1 2021, an estimated $298K.
  • Keudell/Morrison Wealth Management first reported a position in Align Technology in Q1 2019 and held it in 4 quarters.
  • Keudell/Morrison Wealth Management's Align Technology position peaked at $298K in Q4 2020.
  • 814 funds tracked by Wall St. Rank held Align Technology as of Q1 2021.

Based on Keudell/Morrison Wealth Management's 13F filing for Q1 2021, filed 13 Apr 2021.