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Lucia Wealth Services’s Align Technology ALGN Stock Holding History

Lucia Wealth Services’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
2018
Q4 		– Sell
-598
Closed -$234K – 172
2018
Q3 		$234K Sell
598
-91
-13% -$33.6K 0.07% 135
2018
Q2 		$236K Buy
+689
New +$206K 0.1% 119

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Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lucia Wealth Services's ALGN Position: Q4 2018 in Review

Lucia Wealth Services sold out of Align Technology (ALGN) in Q4 2018, closing a stake of 598 shares — an estimated $234K sold.

Lucia Wealth Services first reported a position in ALGN in Q2 2018 and held it in 2 quarters. The position peaked at $236K in Q2 2018. 633 funds tracked by Wall St. Rank hold ALGN as of Q4 2018.

  • Lucia Wealth Services reported no remaining Align Technology position as of Q4 2018 after selling out during the quarter.
  • Lucia Wealth Services sold 598 Align Technology shares in Q4 2018, an estimated $234K.
  • Lucia Wealth Services first reported a position in Align Technology in Q2 2018 and held it in 2 quarters.
  • Lucia Wealth Services's Align Technology position peaked at $236K in Q2 2018.
  • 633 funds tracked by Wall St. Rank held Align Technology as of Q4 2018.

Based on Lucia Wealth Services's 13F filing for Q4 2018, filed 13 Feb 2019.