LWM
ALGN icon

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

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Lenox Wealth Management's ALGN Position: Q2 2020 in Review

Lenox Wealth Management reduced its Align Technology (ALGN) stake by 17% in Q2 2020, selling an estimated $1.35K and leaving 29 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #483.

Lenox Wealth Management first reported a position in ALGN in Q4 2018 and has held it in 7 quarters since. The position peaked at $63K in Q4 2018. 632 funds tracked by Wall St. Rank hold ALGN as of Q2 2020.

  • Lenox Wealth Management held 29 shares of Align Technology worth $7K as of Q2 2020.
  • Lenox Wealth Management sold 6 Align Technology shares in Q2 2020, an estimated $1.35K.
  • Align Technology made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #483 holding.
  • Lenox Wealth Management first reported a position in Align Technology in Q4 2018 and has held it in 7 quarters since.
  • Lenox Wealth Management's Align Technology position peaked at $63K in Q4 2018.
  • 632 funds tracked by Wall St. Rank held Align Technology as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.