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Personal Wealth Partners’s Align Technology ALGN Stock Holding History

Personal 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
2020
Q1 		– Sell
-1
Closed – – 83
2019
Q4 		$0 Hold
1
– – ﹤0.01% 503
2019
Q3 		$0 Buy
+1
New +$208 ﹤0.01% 516

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Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
State Street
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Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Personal Wealth Partners's ALGN Position: Q1 2020 in Review

Personal Wealth Partners sold out of Align Technology (ALGN) in Q1 2020, closing a stake of 1 share.

Personal Wealth Partners first reported a position in ALGN in Q3 2019 and held it in 2 quarters. The position peaked at $0 in Q4 2019. 611 funds tracked by Wall St. Rank hold ALGN as of Q1 2020.

  • Personal Wealth Partners reported no remaining Align Technology position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 1 Align Technology share in Q1 2020.
  • Personal Wealth Partners first reported a position in Align Technology in Q3 2019 and held it in 2 quarters.
  • Personal Wealth Partners's Align Technology position peaked at $0 in Q4 2019.
  • 611 funds tracked by Wall St. Rank held Align Technology as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.