KPW
ALGN icon

Kore Private Wealth’s Align Technology ALGN Stock Holding History

Kore Private Wealth’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
Q4 		– Sell
-561
Closed -$373K – 310
2021
Q3 		$373K Buy
561
+163
+41% +$111K 0.04% 286
2021
Q2 		$243K Sell
398
-122
-23% -$72.2K 0.03% 348
2021
Q1 		$282K Buy
520
+36
+7% +$19.9K 0.04% 285
2020
Q4 		$259K Buy
+484
New +$218K 0.04% 262
2020
Q3 		– Sell
-384
Closed -$105K – 302
2020
Q2 		$105K Buy
384
+129
+51% +$29.1K 0.02% 327
2020
Q1 		$44K Sell
255
-40
-14% -$9.58K 0.01% 440
2019
Q4 		$82K Buy
+295
New +$73.6K 0.02% 401

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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Kore Private Wealth's ALGN Position: Q4 2021 in Review

Kore Private Wealth sold out of Align Technology (ALGN) in Q4 2021, closing a stake of 561 shares — an estimated $373K sold.

Kore Private Wealth first reported a position in ALGN in Q4 2019 and held it in 7 quarters. The position peaked at $373K in Q3 2021. 931 funds tracked by Wall St. Rank hold ALGN as of Q4 2021.

  • Kore Private Wealth reported no remaining Align Technology position as of Q4 2021 after selling out during the quarter.
  • Kore Private Wealth sold 561 Align Technology shares in Q4 2021, an estimated $373K.
  • Kore Private Wealth first reported a position in Align Technology in Q4 2019 and held it in 7 quarters.
  • Kore Private Wealth's Align Technology position peaked at $373K in Q3 2021.
  • 931 funds tracked by Wall St. Rank held Align Technology as of Q4 2021.

Based on Kore Private Wealth's 13F filing for Q4 2021, filed 11 Feb 2022.