Patriot Financial Group Insurance Agency’s Align Technology ALGN Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-36	Closed	-$9K	–	458
2022 Q2	$9K	Sell	36 -3	-8%	-$922	﹤0.01%	1267
2022 Q1	$17K	Sell	39 -5	-11%	-$2.43K	﹤0.01%	1141
2021 Q4	$29K	Buy	44 +8	+22%	+$5.14K	﹤0.01%	1064
2021 Q3	$24K	Hold	36	–	–	﹤0.01%	1127
2021 Q2	$22K	Hold	36	–	–	﹤0.01%	1129
2021 Q1	$19K	Sell	36 -37	-51%	-$20.5K	﹤0.01%	1106
2020 Q4	$39K	Hold	73	–	–	0.01%	760
2020 Q3	$24K	Sell	73 -8	-10%	-$2.44K	0.01%	734
2020 Q2	$22K	Sell	81 -62	-43%	-$14K	0.01%	716
2020 Q1	$25K	Sell	143 -25	-15%	-$5.99K	0.01%	600
2019 Q4	$47K	Buy	168 +40	+31%	+$9.97K	0.02%	486
2019 Q3	$23K	Sell	128 -75	-37%	-$15.6K	0.01%	601
2019 Q2	$55K	Buy	203 +49	+32%	+$14.8K	0.02%	417
2019 Q1	$44K	Buy	+154	New	+$36.8K	0.02%	408

Other funds holding ALGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Patriot Financial Group Insurance Agency's ALGN Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Align Technology (ALGN) in Q3 2022, closing a stake of 36 shares — an estimated $9K sold.

Patriot Financial Group Insurance Agency first reported a position in ALGN in Q1 2019 and held it in 14 quarters. The position peaked at $55K in Q2 2019. 731 funds tracked by Wall St. Rank hold ALGN as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Align Technology position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 36 Align Technology shares in Q3 2022, an estimated $9K.
Patriot Financial Group Insurance Agency first reported a position in Align Technology in Q1 2019 and held it in 14 quarters.
Patriot Financial Group Insurance Agency's Align Technology position peaked at $55K in Q2 2019.
731 funds tracked by Wall St. Rank held Align Technology as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.