Mutual Advisors’s Align Technology ALGN Stock Holding History

Mutual 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
2022 Q1	–	Sell	-509	Closed	-$335K	–	862
2021 Q4	$335K	Sell	509 -9	-2%	-$5.79K	0.02%	701
2021 Q3	$345K	Sell	518 -235	-31%	-$160K	0.02%	674
2021 Q2	$460K	Buy	+753	New	+$446K	0.03%	553
2021 Q1	–	Sell	-3,194	Closed	-$1.71M	–	772
2020 Q4	$1.71M	Buy	+3,194	New	+$1.44M	0.13%	192
2020 Q1	–	Sell	-1,188	Closed	-$331K	–	569
2019 Q4	$331K	Buy	+1,188	New	+$296K	0.04%	439
2019 Q3	–	Sell	-1,111	Closed	-$304K	–	545
2019 Q2	$304K	Buy	1,111 +142	+15%	+$42.9K	0.04%	442
2019 Q1	$276K	Buy	+969	New	+$231K	0.04%	381
2018 Q4	–	Sell	-680	Closed	-$266K	–	432
2018 Q3	$266K	Buy	+680	New	+$251K	0.04%	392

Other funds holding ALGN

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

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

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

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

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

Mutual Advisors's ALGN Position: Q1 2022 in Review

Mutual Advisors sold out of Align Technology (ALGN) in Q1 2022, closing a stake of 509 shares — an estimated $335K sold.

Mutual Advisors first reported a position in ALGN in Q3 2018 and held it in 8 quarters. The position peaked at $1.71M in Q4 2020. 861 funds tracked by Wall St. Rank hold ALGN as of Q1 2022.

Mutual Advisors reported no remaining Align Technology position as of Q1 2022 after selling out during the quarter.
Mutual Advisors sold 509 Align Technology shares in Q1 2022, an estimated $335K.
Mutual Advisors first reported a position in Align Technology in Q3 2018 and held it in 8 quarters.
Mutual Advisors's Align Technology position peaked at $1.71M in Q4 2020.
861 funds tracked by Wall St. Rank held Align Technology as of Q1 2022.

Based on Mutual Advisors's 13F filing for Q1 2022, filed 9 May 2022.