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Personal Capital Advisors’s Align Technology ALGN Stock Holding History

Personal Capital Advisors’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
Q2 		– Sell
-545
Closed -$238K – 445
2022
Q1 		$238K Sell
545
-8
-1% -$3.89K ﹤0.01% 443
2021
Q4 		$363K Sell
553
-10
-2% -$6.43K ﹤0.01% 400
2021
Q3 		$375K Buy
563
+3
+0.5% +$2.04K ﹤0.01% 357
2021
Q2 		$342K Buy
+560
New +$331K ﹤0.01% 373

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
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

Personal Capital Advisors's ALGN Position: Q2 2022 in Review

Personal Capital Advisors sold out of Align Technology (ALGN) in Q2 2022, closing a stake of 545 shares — an estimated $238K sold.

Personal Capital Advisors first reported a position in ALGN in Q2 2021 and held it in 4 quarters. The position peaked at $375K in Q3 2021. 747 funds tracked by Wall St. Rank hold ALGN as of Q2 2022.

  • Personal Capital Advisors reported no remaining Align Technology position as of Q2 2022 after selling out during the quarter.
  • Personal Capital Advisors sold 545 Align Technology shares in Q2 2022, an estimated $238K.
  • Personal Capital Advisors first reported a position in Align Technology in Q2 2021 and held it in 4 quarters.
  • Personal Capital Advisors's Align Technology position peaked at $375K in Q3 2021.
  • 747 funds tracked by Wall St. Rank held Align Technology as of Q2 2022.

Based on Personal Capital Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.