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Liberty Wealth Management’s Align Technology ALGN Stock Holding History

Liberty 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
2021
Q4 		– Sell
-100
Closed -$67K – 196
2021
Q3 		$67K Buy
+100
New +$67.9K 0.02% 367
2019
Q1 		– Sell
-20
Closed -$4K – 722
2018
Q4 		$4K Buy
+20
New +$5.05K ﹤0.01% 569

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Liberty Wealth Management's ALGN Position: Q4 2021 in Review

Liberty Wealth Management sold out of Align Technology (ALGN) in Q4 2021, closing a stake of 100 shares — an estimated $67K sold.

Liberty Wealth Management first reported a position in ALGN in Q4 2018 and held it in 2 quarters. The position peaked at $67K in Q3 2021. 931 funds tracked by Wall St. Rank hold ALGN as of Q4 2021.

  • Liberty Wealth Management reported no remaining Align Technology position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 100 Align Technology shares in Q4 2021, an estimated $67K.
  • Liberty Wealth Management first reported a position in Align Technology in Q4 2018 and held it in 2 quarters.
  • Liberty Wealth Management's Align Technology position peaked at $67K in Q3 2021.
  • 931 funds tracked by Wall St. Rank held Align Technology as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.