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Meristem Family Wealth’s Align Technology ALGN Stock Holding History

Meristem Family 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
2022
Q1 		– Sell
-340
Closed -$223K – 341
2021
Q4 		$223K Hold
340
– – 0.02% 350
2021
Q3 		$226K Sell
340
-414
-55% -$281K 0.02% 365
2021
Q2 		$461K Hold
754
– – 0.07% 177
2021
Q1 		$408K Buy
754
+32
+4% +$17.7K 0.08% 145
2020
Q4 		$386K Sell
722
-32
-4% -$14.4K 0.08% 143
2020
Q3 		$247K Hold
754
– – 0.06% 163
2020
Q2 		$207K Buy
+754
New +$170K 0.06% 177

Other funds holding ALGN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Meristem Family Wealth's ALGN Position: Q1 2022 in Review

Meristem Family Wealth sold out of Align Technology (ALGN) in Q1 2022, closing a stake of 340 shares — an estimated $223K sold.

Meristem Family Wealth first reported a position in ALGN in Q2 2020 and held it in 7 quarters. The position peaked at $461K in Q2 2021. 861 funds tracked by Wall St. Rank hold ALGN as of Q1 2022.

  • Meristem Family Wealth reported no remaining Align Technology position as of Q1 2022 after selling out during the quarter.
  • Meristem Family Wealth sold 340 Align Technology shares in Q1 2022, an estimated $223K.
  • Meristem Family Wealth first reported a position in Align Technology in Q2 2020 and held it in 7 quarters.
  • Meristem Family Wealth's Align Technology position peaked at $461K in Q2 2021.
  • 861 funds tracked by Wall St. Rank held Align Technology as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.