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McKinley Carter Wealth Services’s Align Technology ALGN Stock Holding History

McKinley Carter 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
Q2 		– Sell
-51
Closed -$13K – 165
2018
Q1 		$13K Buy
+51
New +$13.1K ﹤0.01% 362

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

McKinley Carter Wealth Services's ALGN Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of Align Technology (ALGN) in Q2 2018, closing a stake of 51 shares — an estimated $13K sold.

McKinley Carter Wealth Services first reported a position in ALGN in Q1 2018 and held it in 1 quarter. The position peaked at $13K in Q1 2018. 681 funds tracked by Wall St. Rank hold ALGN as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining Align Technology position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 51 Align Technology shares in Q2 2018, an estimated $13K.
  • McKinley Carter Wealth Services first reported a position in Align Technology in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's Align Technology position peaked at $13K in Q1 2018.
  • 681 funds tracked by Wall St. Rank held Align Technology as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.