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Next Financial Group’s Align Technology ALGN Stock Holding History

Next Financial Group’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
Q4 		$48K Buy
74
+20
+37% +$12.9K ﹤0.01% 1486
2021
Q3 		$36K Buy
54
+8
+17% +$5.43K ﹤0.01% 1547
2021
Q2 		$29K Buy
46
+5
+12% +$2.96K ﹤0.01% 1609
2021
Q1 		$23K Buy
41
+10
+32% +$5.53K ﹤0.01% 1582
2020
Q4 		$17K Buy
31
+12
+63% +$5.39K ﹤0.01% 1594
2020
Q3 		$6K Buy
+19
New +$5.8K ﹤0.01% 1764
2020
Q2 		– Sell
-5
Closed -$1K – 634
2020
Q1 		$1K Sell
5
-524
-99% -$125K ﹤0.01% 1979
2019
Q4 		$148K Buy
529
+513
+3,206% +$128K 0.02% 796
2019
Q3 		$3K Sell
16
-46
-74% -$9.56K ﹤0.01% 1987
2019
Q2 		$17K Buy
62
+49
+377% +$14.8K ﹤0.01% 1510
2019
Q1 		$4K Sell
13
-29
-69% -$6.92K ﹤0.01% 1284
2018
Q4 		$9K Sell
42
-29
-41% -$7.33K ﹤0.01% 1360
2018
Q3 		$28K Buy
+71
New +$26.2K 0.01% 683
2016
Q4 		– Sell
-26
Closed -$2K – 2367
2016
Q3 		$2K Buy
+26
New +$2.35K ﹤0.01% 2127
2014
Q4 		– Sell
-250
Closed -$13K – 1897
2014
Q3 		$13K Hold
250
– – ﹤0.01% 1627
2014
Q2 		$14K Buy
+250
New +$13K 0.01% 692

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
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Next Financial Group's ALGN Position: Q4 2021 in Review

Next Financial Group increased its Align Technology (ALGN) stake by 37% in Q4 2021, buying an estimated $12.9K and bringing the position to 74 shares worth $48K. The position accounts for ﹤0.01% of the portfolio, ranked #1486.

Next Financial Group first reported a position in ALGN in Q2 2014 and has held it in 16 quarters since. The position peaked at $148K in Q4 2019. 931 funds tracked by Wall St. Rank hold ALGN as of Q4 2021.

  • Next Financial Group held 74 shares of Align Technology worth $48K as of Q4 2021.
  • Next Financial Group bought 20 Align Technology shares in Q4 2021, an estimated $12.9K.
  • Align Technology made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1486 holding.
  • Next Financial Group first reported a position in Align Technology in Q2 2014 and has held it in 16 quarters since.
  • Next Financial Group's Align Technology position peaked at $148K in Q4 2019.
  • 931 funds tracked by Wall St. Rank held Align Technology as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.