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Nikulski Financial’s Align Technology ALGN Stock Holding History

Nikulski Financial’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
2020
Q3 		– Sell
-2,377
Closed -$652K – 104
2020
Q2 		$652K Hold
2,377
– – 0.46% 56
2020
Q1 		$413K Sell
2,377
-25
-1% -$5.99K 0.36% 57
2019
Q4 		$628K Sell
2,402
-100
-4% -$24.9K 0.45% 46
2019
Q3 		$501K Buy
2,502
+70
+3% +$14.6K 0.42% 50
2019
Q2 		$690K Sell
2,432
-488
-17% -$147K 0.58% 42
2019
Q1 		$830K Sell
2,920
-46
-2% -$11K 0.81% 36
2018
Q4 		$621K Sell
2,966
-255
-8% -$64.4K 0.65% 38
2018
Q3 		$712K Buy
3,221
+793
+33% +$293K 0.66% 39
2018
Q2 		$831K Buy
2,428
+280
+13% +$83.5K 0.77% 37
2018
Q1 		$539K Buy
2,148
+239
+13% +$61.4K 0.53% 44
2017
Q4 		$424K Buy
+1,909
New +$434K 0.46% 47

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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Nikulski Financial's ALGN Position: Q3 2020 in Review

Nikulski Financial sold out of Align Technology (ALGN) in Q3 2020, closing a stake of 2,377 shares — an estimated $652K sold.

Nikulski Financial first reported a position in ALGN in Q4 2017 and held it in 11 quarters. The position peaked at $831K in Q2 2018. 664 funds tracked by Wall St. Rank hold ALGN as of Q3 2020.

  • Nikulski Financial reported no remaining Align Technology position as of Q3 2020 after selling out during the quarter.
  • Nikulski Financial sold 2,377 Align Technology shares in Q3 2020, an estimated $652K.
  • Nikulski Financial first reported a position in Align Technology in Q4 2017 and held it in 11 quarters.
  • Nikulski Financial's Align Technology position peaked at $831K in Q2 2018.
  • 664 funds tracked by Wall St. Rank held Align Technology as of Q3 2020.

Based on Nikulski Financial's 13F filing for Q3 2020, filed 10 Nov 2020.