Reilly Financial Advisors’s Align Technology ALGN Stock Holding History

Reilly Financial 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 Q4	$29K	Buy	44 +4	+10%	+$2.57K	﹤0.01%	499
2021 Q3	$27K	Sell	40 -4	-9%	-$2.72K	﹤0.01%	474
2021 Q2	$27K	Hold	44	–	–	﹤0.01%	478
2021 Q1	$24K	Hold	44	–	–	﹤0.01%	501
2020 Q4	$24K	Buy	+44	New	+$19.8K	﹤0.01%	459
2020 Q1	–	Sell	-130	Closed	-$36K	–	876
2019 Q4	$36K	Hold	130	–	–	﹤0.01%	387
2019 Q3	$24K	Hold	130	–	–	﹤0.01%	464
2019 Q2	$36K	Hold	130	–	–	﹤0.01%	417
2019 Q1	$37K	Hold	130	–	–	﹤0.01%	398
2018 Q4	$27K	Hold	130	–	–	﹤0.01%	428
2018 Q3	$51K	Hold	130	–	–	0.01%	359
2018 Q2	$44K	Hold	130	–	–	0.01%	333
2018 Q1	$33K	Buy	+130	New	+$33.4K	﹤0.01%	363
2017 Q2	–	Sell	-130	Closed	-$15K	–	939
2017 Q1	$15K	Buy	+130	New	+$13.1K	﹤0.01%	529

Other funds holding ALGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Reilly Financial Advisors's ALGN Position: Q4 2021 in Review

Reilly Financial Advisors increased its Align Technology (ALGN) stake by 10% in Q4 2021, buying an estimated $2.57K and bringing the position to 44 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #499.

Reilly Financial Advisors first reported a position in ALGN in Q1 2017 and has held it in 14 quarters since. The position peaked at $51K in Q3 2018. 932 funds tracked by Wall St. Rank hold ALGN as of Q4 2021.

Reilly Financial Advisors held 44 shares of Align Technology worth $29K as of Q4 2021.
Reilly Financial Advisors bought 4 Align Technology shares in Q4 2021, an estimated $2.57K.
Align Technology made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #499 holding.
Reilly Financial Advisors first reported a position in Align Technology in Q1 2017 and has held it in 14 quarters since.
Reilly Financial Advisors's Align Technology position peaked at $51K in Q3 2018.
932 funds tracked by Wall St. Rank held Align Technology as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.