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Lake Point Wealth Management’s Align Technology ALGN Stock Holding History

Lake Point 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
2019
Q1 		– Sell
-100
Closed -$21K – 667
2018
Q4 		$21K Buy
+100
New +$25.3K 0.01% 341

Other funds holding ALGN

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lake Point Wealth Management's ALGN Position: Q1 2019 in Review

Lake Point Wealth Management sold out of Align Technology (ALGN) in Q1 2019, closing a stake of 100 shares — an estimated $21K sold.

Lake Point Wealth Management first reported a position in ALGN in Q4 2018 and held it in 1 quarter. The position peaked at $21K in Q4 2018. 646 funds tracked by Wall St. Rank hold ALGN as of Q1 2019.

  • Lake Point Wealth Management reported no remaining Align Technology position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 100 Align Technology shares in Q1 2019, an estimated $21K.
  • Lake Point Wealth Management first reported a position in Align Technology in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's Align Technology position peaked at $21K in Q4 2018.
  • 646 funds tracked by Wall St. Rank held Align Technology as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.