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Linscomb Wealth’s Align Technology ALGN Stock Holding History

Linscomb Wealth’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 		– Sell
-4,113
Closed -$715K – 298
2020
Q1 		$715K Sell
4,113
-3,169
-44% -$759K 0.06% 186
2019
Q4 		$2.03M Buy
+7,282
New +$1.82M 0.13% 104

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 $3.38T AUM 44.17% 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

Linscomb Wealth's ALGN Position: Q2 2020 in Review

Linscomb Wealth sold out of Align Technology (ALGN) in Q2 2020, closing a stake of 4,113 shares — an estimated $715K sold.

Linscomb Wealth first reported a position in ALGN in Q4 2019 and held it in 2 quarters. The position peaked at $2.03M in Q4 2019. 632 funds tracked by Wall St. Rank hold ALGN as of Q2 2020.

  • Linscomb Wealth reported no remaining Align Technology position as of Q2 2020 after selling out during the quarter.
  • Linscomb Wealth sold 4,113 Align Technology shares in Q2 2020, an estimated $715K.
  • Linscomb Wealth first reported a position in Align Technology in Q4 2019 and held it in 2 quarters.
  • Linscomb Wealth's Align Technology position peaked at $2.03M in Q4 2019.
  • 632 funds tracked by Wall St. Rank held Align Technology as of Q2 2020.

Based on Linscomb Wealth's 13F filing for Q2 2020, filed 11 Aug 2020.