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LBA Wealth Management’s Align Technology ALGN Stock Holding History

LBA 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
2017
Q1 		– Sell
-100
Closed -$10K – 439
2016
Q4 		$10K Buy
+100
New +$9.29K 0.01% 326

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Polen Capital Management
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LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LBA Wealth Management's ALGN Position: Q1 2017 in Review

LBA Wealth Management sold out of Align Technology (ALGN) in Q1 2017, closing a stake of 100 shares — an estimated $10K sold.

LBA Wealth Management first reported a position in ALGN in Q4 2016 and held it in 1 quarter. The position peaked at $10K in Q4 2016. 434 funds tracked by Wall St. Rank hold ALGN as of Q1 2017.

  • LBA Wealth Management reported no remaining Align Technology position as of Q1 2017 after selling out during the quarter.
  • LBA Wealth Management sold 100 Align Technology shares in Q1 2017, an estimated $10K.
  • LBA Wealth Management first reported a position in Align Technology in Q4 2016 and held it in 1 quarter.
  • LBA Wealth Management's Align Technology position peaked at $10K in Q4 2016.
  • 434 funds tracked by Wall St. Rank held Align Technology as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.