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MPS Loria Financial Planners’s Align Technology ALGN Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-4
Closed -$2K – 106
2021
Q1 		$2K Hold
4
– – ﹤0.01% 421
2020
Q4 		$2K Buy
+4
New +$1.8K ﹤0.01% 442

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

MPS Loria Financial Planners's ALGN Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Align Technology (ALGN) in Q2 2021, closing a stake of 4 shares — an estimated $2K sold.

MPS Loria Financial Planners first reported a position in ALGN in Q4 2020 and held it in 2 quarters. The position peaked at $2K in Q1 2021. 851 funds tracked by Wall St. Rank hold ALGN as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Align Technology position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 4 Align Technology shares in Q2 2021, an estimated $2K.
  • MPS Loria Financial Planners first reported a position in Align Technology in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's Align Technology position peaked at $2K in Q1 2021.
  • 851 funds tracked by Wall St. Rank held Align Technology as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.