OFW
ALGN icon

Omnia Family Wealth’s Align Technology ALGN Stock Holding History

Omnia Family 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
2019
Q2 		– Sell
-14
Closed -$4K – 115
2019
Q1 		$4K Hold
14
– – ﹤0.01% 330
2018
Q4 		$3K Hold
14
– – ﹤0.01% 322
2018
Q3 		$5K Hold
14
– – ﹤0.01% 300
2018
Q2 		$5K Hold
14
– – ﹤0.01% 303
2018
Q1 		$4K Hold
14
– – ﹤0.01% 322
2017
Q4 		$3K Hold
14
– – ﹤0.01% 359
2017
Q3 		$3K Hold
14
– – ﹤0.01% 377
2017
Q2 		$2K Hold
14
– – ﹤0.01% 562
2017
Q1 		$2K Hold
14
– – ﹤0.01% 559
2016
Q4 		$1K Buy
+14
New +$1.3K ﹤0.01% 658

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Omnia Family Wealth's ALGN Position: Q2 2019 in Review

Omnia Family Wealth sold out of Align Technology (ALGN) in Q2 2019, closing a stake of 14 shares — an estimated $4K sold.

Omnia Family Wealth first reported a position in ALGN in Q4 2016 and held it in 10 quarters. The position peaked at $5K in Q3 2018. 678 funds tracked by Wall St. Rank hold ALGN as of Q2 2019.

  • Omnia Family Wealth reported no remaining Align Technology position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 14 Align Technology shares in Q2 2019, an estimated $4K.
  • Omnia Family Wealth first reported a position in Align Technology in Q4 2016 and held it in 10 quarters.
  • Omnia Family Wealth's Align Technology position peaked at $5K in Q3 2018.
  • 678 funds tracked by Wall St. Rank held Align Technology as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.