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Regent Peak Wealth Advisors’s Align Technology ALGN Stock Holding History

Regent Peak Wealth 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
Q1 		– Sell
-77
Closed -$41K – 184
2020
Q4 		$41K Buy
+77
New +$34.6K 0.01% 335

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Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
State Street
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Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Regent Peak Wealth Advisors's ALGN Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Align Technology (ALGN) in Q1 2021, closing a stake of 77 shares — an estimated $41K sold.

Regent Peak Wealth Advisors first reported a position in ALGN in Q4 2020 and held it in 1 quarter. The position peaked at $41K in Q4 2020. 813 funds tracked by Wall St. Rank hold ALGN as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Align Technology position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 77 Align Technology shares in Q1 2021, an estimated $41K.
  • Regent Peak Wealth Advisors first reported a position in Align Technology in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Align Technology position peaked at $41K in Q4 2020.
  • 813 funds tracked by Wall St. Rank held Align Technology as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.