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Minot Wealth Management’s Align Technology ALGN Stock Holding History

Minot 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
2022
Q1 		– Sell
-548
Closed -$360K – 206
2021
Q4 		$360K Hold
548
– – 0.07% 148
2021
Q3 		$365K Hold
548
– – 0.08% 144
2021
Q2 		$352K Sell
548
-210
-28% -$124K 0.08% 142
2021
Q1 		$410K Buy
758
+212
+39% +$117K 0.1% 128
2020
Q4 		$292K Buy
+546
New +$245K 0.09% 127

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

Minot Wealth Management's ALGN Position: Q1 2022 in Review

Minot Wealth Management sold out of Align Technology (ALGN) in Q1 2022, closing a stake of 548 shares — an estimated $360K sold.

Minot Wealth Management first reported a position in ALGN in Q4 2020 and held it in 5 quarters. The position peaked at $410K in Q1 2021. 861 funds tracked by Wall St. Rank hold ALGN as of Q1 2022.

  • Minot Wealth Management reported no remaining Align Technology position as of Q1 2022 after selling out during the quarter.
  • Minot Wealth Management sold 548 Align Technology shares in Q1 2022, an estimated $360K.
  • Minot Wealth Management first reported a position in Align Technology in Q4 2020 and held it in 5 quarters.
  • Minot Wealth Management's Align Technology position peaked at $410K in Q1 2021.
  • 861 funds tracked by Wall St. Rank held Align Technology as of Q1 2022.

Based on Minot Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.