PO
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Private Ocean’s Align Technology ALGN Stock Holding History

Private Ocean’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
Q3 		– Sell
-15
Closed -$9K – 548
2021
Q2 		$9K Hold
15
– – ﹤0.01% 411
2021
Q1 		$8K Hold
15
– – ﹤0.01% 452
2020
Q4 		$8K Hold
15
– – ﹤0.01% 395
2020
Q3 		$5K Hold
15
– – ﹤0.01% 427
2020
Q2 		$4K Hold
15
– – ﹤0.01% 412
2020
Q1 		$2K Buy
+15
New +$3.59K ﹤0.01% 475

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 $3.38T AUM 44.17% 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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Private Ocean's ALGN Position: Q3 2021 in Review

Private Ocean sold out of Align Technology (ALGN) in Q3 2021, closing a stake of 15 shares — an estimated $9K sold.

Private Ocean first reported a position in ALGN in Q1 2020 and held it in 6 quarters. The position peaked at $9K in Q2 2021. 887 funds tracked by Wall St. Rank hold ALGN as of Q3 2021.

  • Private Ocean reported no remaining Align Technology position as of Q3 2021 after selling out during the quarter.
  • Private Ocean sold 15 Align Technology shares in Q3 2021, an estimated $9K.
  • Private Ocean first reported a position in Align Technology in Q1 2020 and held it in 6 quarters.
  • Private Ocean's Align Technology position peaked at $9K in Q2 2021.
  • 887 funds tracked by Wall St. Rank held Align Technology as of Q3 2021.

Based on Private Ocean's 13F filing for Q3 2021, filed 9 Nov 2021.