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Perfromance Wealth Partners’s Align Technology ALGN Stock Holding History

Perfromance Wealth Partners’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
Q4 		– Sell
-1,042
Closed -$216K – 163
2022
Q3 		$216K Sell
1,042
-150
-13% -$38.6K 0.01% 148
2022
Q2 		$282K Hold
1,192
– – 0.02% 131
2022
Q1 		$520K Hold
1,192
– – 0.02% 106
2021
Q4 		$783K Buy
+1,192
New +$766K 0.03% 93

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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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Perfromance Wealth Partners's ALGN Position: Q4 2022 in Review

Perfromance Wealth Partners sold out of Align Technology (ALGN) in Q4 2022, closing a stake of 1,042 shares — an estimated $216K sold.

Perfromance Wealth Partners first reported a position in ALGN in Q4 2021 and held it in 4 quarters. The position peaked at $783K in Q4 2021. 710 funds tracked by Wall St. Rank hold ALGN as of Q4 2022.

  • Perfromance Wealth Partners reported no remaining Align Technology position as of Q4 2022 after selling out during the quarter.
  • Perfromance Wealth Partners sold 1,042 Align Technology shares in Q4 2022, an estimated $216K.
  • Perfromance Wealth Partners first reported a position in Align Technology in Q4 2021 and held it in 4 quarters.
  • Perfromance Wealth Partners's Align Technology position peaked at $783K in Q4 2021.
  • 710 funds tracked by Wall St. Rank held Align Technology as of Q4 2022.

Based on Perfromance Wealth Partners's 13F filing for Q4 2022, filed 19 Jan 2023.