LWM
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Lenox Wealth Management’s Align Technology ALGN Stock Holding History

Lenox 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
2020
Q2 		$7K Sell
29
-6
-17% -$1.35K ﹤0.01% 483
2020
Q1 		$6K Buy
35
+7
+25% +$1.68K ﹤0.01% 454
2019
Q4 		$8K Buy
28
+1
+4% +$249 ﹤0.01% 469
2019
Q3 		$4K Buy
27
+5
+23% +$1.04K ﹤0.01% 551
2019
Q2 		$6K Hold
22
– – ﹤0.01% 487
2019
Q1 		$6K Sell
22
-2,176
-99% -$519K ﹤0.01% 491
2018
Q4 		$63K Buy
+2,198
New +$555K 0.02% 198

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State Street
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Renaissance Technologies
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T. Rowe Price Associates
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BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return