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Phoenix Financial’s Align Technology ALGN Stock Holding History

Phoenix Financial’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
-472
Closed -$207K – 377
2022
Q1 		$207K Sell
472
-205
-30% -$99.8K ﹤0.01% 381
2021
Q4 		$447K Sell
677
-145
-18% -$93.2K 0.01% 297
2021
Q3 		$551K Buy
+822
New +$558K 0.01% 318
2021
Q2 		– Sell
-945
Closed -$495K – 300
2021
Q1 		$495K Sell
945
-243
-20% -$134K 0.01% 318
2020
Q4 		$621K Buy
+1,188
New +$534K 0.02% 245
2020
Q3 		– Sell
-3,143
Closed -$790K – 323
2020
Q2 		$790K Buy
3,143
+130
+4% +$29.3K 0.03% 223
2020
Q1 		$508K Buy
+3,013
New +$721K 0.03% 240

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Phoenix Financial's ALGN Position: Q2 2022 in Review

Phoenix Financial sold out of Align Technology (ALGN) in Q2 2022, closing a stake of 472 shares — an estimated $207K sold.

Phoenix Financial first reported a position in ALGN in Q1 2020 and held it in 7 quarters. The position peaked at $790K in Q2 2020. 747 funds tracked by Wall St. Rank hold ALGN as of Q2 2022.

  • Phoenix Financial reported no remaining Align Technology position as of Q2 2022 after selling out during the quarter.
  • Phoenix Financial sold 472 Align Technology shares in Q2 2022, an estimated $207K.
  • Phoenix Financial first reported a position in Align Technology in Q1 2020 and held it in 7 quarters.
  • Phoenix Financial's Align Technology position peaked at $790K in Q2 2020.
  • 747 funds tracked by Wall St. Rank held Align Technology as of Q2 2022.

Based on Phoenix Financial's 13F filing for Q2 2022, filed 15 Aug 2022.