MinichMacGregor Wealth Management’s Align Technology ALGN Stock Holding History

MinichMacGregor Wealth Management’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	-35	Closed	-$13K	–	106
2018 Q3	$13K	Hold	35	–	–	0.01%	283
2018 Q2	$11K	Hold	35	–	–	0.01%	288
2018 Q1	$8K	Hold	35	–	–	0.01%	328
2017 Q4	$7K	Hold	35	–	–	0.01%	334
2017 Q3	$6K	Hold	35	–	–	0.01%	329
2017 Q2	$5K	Hold	35	–	–	﹤0.01%	345
2017 Q1	$4K	Sell	35 -39	-53%	-$3.94K	﹤0.01%	348
2016 Q4	$7K	Hold	74	–	–	0.01%	302
2016 Q3	$6K	Sell	74 -82	-53%	-$7.42K	0.01%	320
2016 Q2	$12K	Sell	156 -1	-0.6%	-$76	0.01%	228
2016 Q1	$11K	Buy	+157	New	+$10.3K	0.01%	230

Other funds holding ALGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

MinichMacGregor Wealth Management's ALGN Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of Align Technology (ALGN) in Q4 2018, closing a stake of 35 shares — an estimated $13K sold.

MinichMacGregor Wealth Management first reported a position in ALGN in Q1 2016 and held it in 11 quarters. The position peaked at $13K in Q3 2018. 634 funds tracked by Wall St. Rank hold ALGN as of Q4 2018.

MinichMacGregor Wealth Management reported no remaining Align Technology position as of Q4 2018 after selling out during the quarter.
MinichMacGregor Wealth Management sold 35 Align Technology shares in Q4 2018, an estimated $13K.
MinichMacGregor Wealth Management first reported a position in Align Technology in Q1 2016 and held it in 11 quarters.
MinichMacGregor Wealth Management's Align Technology position peaked at $13K in Q3 2018.
634 funds tracked by Wall St. Rank held Align Technology as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.