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Polaris Wealth Advisory Group’s Align Technology ALGN Stock Holding History

Polaris Wealth Advisory Group’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
2018
Q4 		– Sell
-300
Closed -$117K – 153
2018
Q3 		$117K Buy
+300
New +$111K 0.01% 182
2018
Q2 		– Sell
-300
Closed -$75K – 253
2018
Q1 		$75K Buy
+300
New +$77K 0.01% 192

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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Polaris Wealth Advisory Group's ALGN Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Align Technology (ALGN) in Q4 2018, closing a stake of 300 shares — an estimated $117K sold.

Polaris Wealth Advisory Group first reported a position in ALGN in Q1 2018 and held it in 2 quarters. The position peaked at $117K in Q3 2018. 633 funds tracked by Wall St. Rank hold ALGN as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Align Technology position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 300 Align Technology shares in Q4 2018, an estimated $117K.
  • Polaris Wealth Advisory Group first reported a position in Align Technology in Q1 2018 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's Align Technology position peaked at $117K in Q3 2018.
  • 633 funds tracked by Wall St. Rank held Align Technology as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.