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Pinnacle Family Advisors’s Align Technology ALGN Stock Holding History

Pinnacle Family 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
2021
Q4 		– Sell
-350
Closed -$233K – 109
2021
Q3 		$233K Buy
+350
New +$238K 0.1% 124
2021
Q1 		– Sell
-4,686
Closed -$2.5M – 121
2020
Q4 		$2.5M Buy
+4,686
New +$2.11M 1.53% 12

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Pinnacle Family Advisors's ALGN Position: Q4 2021 in Review

Pinnacle Family Advisors sold out of Align Technology (ALGN) in Q4 2021, closing a stake of 350 shares — an estimated $233K sold.

Pinnacle Family Advisors first reported a position in ALGN in Q4 2020 and held it in 2 quarters. The position peaked at $2.5M in Q4 2020. 932 funds tracked by Wall St. Rank hold ALGN as of Q4 2021.

  • Pinnacle Family Advisors reported no remaining Align Technology position as of Q4 2021 after selling out during the quarter.
  • Pinnacle Family Advisors sold 350 Align Technology shares in Q4 2021, an estimated $233K.
  • Pinnacle Family Advisors first reported a position in Align Technology in Q4 2020 and held it in 2 quarters.
  • Pinnacle Family Advisors's Align Technology position peaked at $2.5M in Q4 2020.
  • 932 funds tracked by Wall St. Rank held Align Technology as of Q4 2021.

Based on Pinnacle Family Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.