MWM
ALGN icon

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
2015
Q4 		– Hold
0
– – – 372

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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 $653B AUM 32.41% 1-Year Est. Return