MFG
ALGN icon

Magnus Financial Group’s Align Technology ALGN Stock Holding History

Magnus Financial Group’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
Q1 		– Sell
-423
Closed -$226K – 237
2020
Q4 		$226K Buy
+423
New +$190K 0.02% 274
2019
Q3 		– Sell
-769
Closed -$210K – 541
2019
Q2 		$210K Buy
769
+65
+9% +$19.6K 0.04% 435
2019
Q1 		$200K Buy
+704
New +$168K 0.04% 439

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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Magnus Financial Group's ALGN Position: Q1 2021 in Review

Magnus Financial Group sold out of Align Technology (ALGN) in Q1 2021, closing a stake of 423 shares — an estimated $226K sold.

Magnus Financial Group first reported a position in ALGN in Q1 2019 and held it in 3 quarters. The position peaked at $226K in Q4 2020. 813 funds tracked by Wall St. Rank hold ALGN as of Q1 2021.

  • Magnus Financial Group reported no remaining Align Technology position as of Q1 2021 after selling out during the quarter.
  • Magnus Financial Group sold 423 Align Technology shares in Q1 2021, an estimated $226K.
  • Magnus Financial Group first reported a position in Align Technology in Q1 2019 and held it in 3 quarters.
  • Magnus Financial Group's Align Technology position peaked at $226K in Q4 2020.
  • 813 funds tracked by Wall St. Rank held Align Technology as of Q1 2021.

Based on Magnus Financial Group's 13F filing for Q1 2021, filed 5 May 2021.