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Regal Investment Advisors’s Align Technology ALGN Stock Holding History

Regal 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
2019
Q4 		– Sell
-1,124
Closed -$203K – 345
2019
Q3 		$203K Buy
+1,124
New +$234K 0.04% 295

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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Regal Investment Advisors's ALGN Position: Q4 2019 in Review

Regal Investment Advisors sold out of Align Technology (ALGN) in Q4 2019, closing a stake of 1,124 shares — an estimated $203K sold.

Regal Investment Advisors first reported a position in ALGN in Q3 2019 and held it in 1 quarter. The position peaked at $203K in Q3 2019. 669 funds tracked by Wall St. Rank hold ALGN as of Q4 2019.

  • Regal Investment Advisors reported no remaining Align Technology position as of Q4 2019 after selling out during the quarter.
  • Regal Investment Advisors sold 1,124 Align Technology shares in Q4 2019, an estimated $203K.
  • Regal Investment Advisors first reported a position in Align Technology in Q3 2019 and held it in 1 quarter.
  • Regal Investment Advisors's Align Technology position peaked at $203K in Q3 2019.
  • 669 funds tracked by Wall St. Rank held Align Technology as of Q4 2019.

Based on Regal Investment Advisors's 13F filing for Q4 2019, filed 29 Jan 2020.