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Realta Investment Advisors’s Align Technology ALGN Stock Holding History

Realta Investment 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
2020
Q1 		– Sell
-76
Closed -$21K – 330
2019
Q4 		$21K Hold
76
– – 0.01% 906
2019
Q3 		$14K Buy
+76
New +$15.8K ﹤0.01% 1015

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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Realta Investment Advisors's ALGN Position: Q1 2020 in Review

Realta Investment Advisors sold out of Align Technology (ALGN) in Q1 2020, closing a stake of 76 shares — an estimated $21K sold.

Realta Investment Advisors first reported a position in ALGN in Q3 2019 and held it in 2 quarters. The position peaked at $21K in Q4 2019. 612 funds tracked by Wall St. Rank hold ALGN as of Q1 2020.

  • Realta Investment Advisors reported no remaining Align Technology position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 76 Align Technology shares in Q1 2020, an estimated $21K.
  • Realta Investment Advisors first reported a position in Align Technology in Q3 2019 and held it in 2 quarters.
  • Realta Investment Advisors's Align Technology position peaked at $21K in Q4 2019.
  • 612 funds tracked by Wall St. Rank held Align Technology as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.