PF
ALGN icon

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 $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