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Moneta Group Investment Advisors’s Align Technology ALGN Stock Holding History

Moneta Group Investment Advisors’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
-36
Closed -$9K – 393
2018
Q1 		$9K Buy
+36
New +$9.24K ﹤0.01% 467

Other funds holding ALGN

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

Moneta Group Investment Advisors's ALGN Position: Q2 2018 in Review

Moneta Group Investment Advisors sold out of Align Technology (ALGN) in Q2 2018, closing a stake of 36 shares — an estimated $9K sold.

Moneta Group Investment Advisors first reported a position in ALGN in Q1 2018 and held it in 1 quarter. The position peaked at $9K in Q1 2018. 681 funds tracked by Wall St. Rank hold ALGN as of Q2 2018.

  • Moneta Group Investment Advisors reported no remaining Align Technology position as of Q2 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 36 Align Technology shares in Q2 2018, an estimated $9K.
  • Moneta Group Investment Advisors first reported a position in Align Technology in Q1 2018 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Align Technology position peaked at $9K in Q1 2018.
  • 681 funds tracked by Wall St. Rank held Align Technology as of Q2 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.