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Naviter Wealth’s Align Technology ALGN Stock Holding History

Naviter Wealth’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
Q2 		– Sell
-11,783
Closed -$5.14M – 183
2022
Q1 		$5.14M Buy
11,783
+3,384
+40% +$1.65M 1.71% 12
2021
Q4 		$5.52M Buy
+8,399
New +$5.4M 1.65% 13

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Naviter Wealth's ALGN Position: Q2 2022 in Review

Naviter Wealth sold out of Align Technology (ALGN) in Q2 2022, closing a stake of 11,783 shares — an estimated $5.14M sold.

Naviter Wealth first reported a position in ALGN in Q4 2021 and held it in 2 quarters. The position peaked at $5.52M in Q4 2021. 748 funds tracked by Wall St. Rank hold ALGN as of Q2 2022.

  • Naviter Wealth reported no remaining Align Technology position as of Q2 2022 after selling out during the quarter.
  • Naviter Wealth sold 11,783 Align Technology shares in Q2 2022, an estimated $5.14M.
  • Naviter Wealth first reported a position in Align Technology in Q4 2021 and held it in 2 quarters.
  • Naviter Wealth's Align Technology position peaked at $5.52M in Q4 2021.
  • 748 funds tracked by Wall St. Rank held Align Technology as of Q2 2022.

Based on Naviter Wealth's 13F filing for Q2 2022, filed 18 Jul 2022.