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Landmark Financial Advisors’s Align Technology ALGN Stock Holding History

Landmark Financial Advisors’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
2022
Q1 		– Sell
-400
Closed -$263K – 85
2021
Q4 		$263K Buy
+400
New +$257K 0.12% 75

Other funds holding ALGN

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Landmark Financial Advisors's ALGN Position: Q1 2022 in Review

Landmark Financial Advisors sold out of Align Technology (ALGN) in Q1 2022, closing a stake of 400 shares — an estimated $263K sold.

Landmark Financial Advisors first reported a position in ALGN in Q4 2021 and held it in 1 quarter. The position peaked at $263K in Q4 2021. 862 funds tracked by Wall St. Rank hold ALGN as of Q1 2022.

  • Landmark Financial Advisors reported no remaining Align Technology position as of Q1 2022 after selling out during the quarter.
  • Landmark Financial Advisors sold 400 Align Technology shares in Q1 2022, an estimated $263K.
  • Landmark Financial Advisors first reported a position in Align Technology in Q4 2021 and held it in 1 quarter.
  • Landmark Financial Advisors's Align Technology position peaked at $263K in Q4 2021.
  • 862 funds tracked by Wall St. Rank held Align Technology as of Q1 2022.

Based on Landmark Financial Advisors's 13F filing for Q1 2022, filed 16 May 2022.