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Paragon Wealth Strategies’s Align Technology ALGN Stock Holding History

Paragon Wealth Strategies’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
Q3 		– Sell
-25
Closed -$15K – 53
2021
Q2 		$15K Buy
+25
New +$14.8K ﹤0.01% 158

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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Paragon Wealth Strategies's ALGN Position: Q3 2021 in Review

Paragon Wealth Strategies sold out of Align Technology (ALGN) in Q3 2021, closing a stake of 25 shares — an estimated $15K sold.

Paragon Wealth Strategies first reported a position in ALGN in Q2 2021 and held it in 1 quarter. The position peaked at $15K in Q2 2021. 885 funds tracked by Wall St. Rank hold ALGN as of Q3 2021.

  • Paragon Wealth Strategies reported no remaining Align Technology position as of Q3 2021 after selling out during the quarter.
  • Paragon Wealth Strategies sold 25 Align Technology shares in Q3 2021, an estimated $15K.
  • Paragon Wealth Strategies first reported a position in Align Technology in Q2 2021 and held it in 1 quarter.
  • Paragon Wealth Strategies's Align Technology position peaked at $15K in Q2 2021.
  • 885 funds tracked by Wall St. Rank held Align Technology as of Q3 2021.

Based on Paragon Wealth Strategies's 13F filing for Q3 2021, filed 29 Oct 2021.