LWA
ALGN icon

Lenox Wealth Advisors’s Align Technology ALGN Stock Holding History

Lenox Wealth 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
-6
Closed -$4K – 758
2021
Q4 		$4K Buy
+6
New +$3.86K ﹤0.01% 621
2020
Q3 		– Sell
-6
Closed -$2K – 573
2020
Q2 		$2K Sell
6
-10
-63% -$2.25K ﹤0.01% 502
2020
Q1 		$3K Sell
16
-2
-11% -$479 ﹤0.01% 483
2019
Q4 		$5K Buy
18
+10
+125% +$2.49K ﹤0.01% 472
2019
Q3 		$1K Hold
8
– – ﹤0.01% 556
2019
Q2 		$2K Sell
8
-40
-83% -$12.1K ﹤0.01% 355
2019
Q1 		$14K Buy
+48
New +$11.5K ﹤0.01% 239

Other funds holding ALGN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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

Lenox Wealth Advisors's ALGN Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Align Technology (ALGN) in Q1 2022, closing a stake of 6 shares — an estimated $4K sold.

Lenox Wealth Advisors first reported a position in ALGN in Q1 2019 and held it in 7 quarters. The position peaked at $14K in Q1 2019. 862 funds tracked by Wall St. Rank hold ALGN as of Q1 2022.

  • Lenox Wealth Advisors reported no remaining Align Technology position as of Q1 2022 after selling out during the quarter.
  • Lenox Wealth Advisors sold 6 Align Technology shares in Q1 2022, an estimated $4K.
  • Lenox Wealth Advisors first reported a position in Align Technology in Q1 2019 and held it in 7 quarters.
  • Lenox Wealth Advisors's Align Technology position peaked at $14K in Q1 2019.
  • 862 funds tracked by Wall St. Rank held Align Technology as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.