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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
BlackRock New York $5.7T AUM 30.48% 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 $15.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return