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Nelson Capital Management’s Align Technology ALGN Stock Holding History

Nelson Capital Management’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
2019
Q3 		– Sell
-11
Closed -$3K – 329
2019
Q2 		$3K Hold
11
– – ﹤0.01% 258
2019
Q1 		$4K Hold
11
– – ﹤0.01% 231
2018
Q4 		$2K Hold
11
– – ﹤0.01% 257
2018
Q3 		$4K Buy
+11
New +$4.06K ﹤0.01% 233

Other funds holding ALGN

Vanguard Group
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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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nelson Capital Management's ALGN Position: Q3 2019 in Review

Nelson Capital Management sold out of Align Technology (ALGN) in Q3 2019, closing a stake of 11 shares — an estimated $3K sold.

Nelson Capital Management first reported a position in ALGN in Q3 2018 and held it in 4 quarters. The position peaked at $4K in Q1 2019. 602 funds tracked by Wall St. Rank hold ALGN as of Q3 2019.

  • Nelson Capital Management reported no remaining Align Technology position as of Q3 2019 after selling out during the quarter.
  • Nelson Capital Management sold 11 Align Technology shares in Q3 2019, an estimated $3K.
  • Nelson Capital Management first reported a position in Align Technology in Q3 2018 and held it in 4 quarters.
  • Nelson Capital Management's Align Technology position peaked at $4K in Q1 2019.
  • 602 funds tracked by Wall St. Rank held Align Technology as of Q3 2019.

Based on Nelson Capital Management's 13F filing for Q3 2019, filed 8 Nov 2019.