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River Wealth Advisors’s Align Technology ALGN Stock Holding History

River 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
2019
Q3 		– Sell
-1,912
Closed -$523K – 160
2019
Q2 		$523K Buy
1,912
+1
+0.1% +$302 0.2% 104
2019
Q1 		$543K Buy
1,911
+160
+9% +$38.2K 0.23% 105
2018
Q4 		$367K Sell
1,751
-4
-0.2% -$1.01K 0.16% 117
2018
Q3 		$687K Buy
1,755
+391
+29% +$144K 0.25% 99
2018
Q2 		$467K Buy
+1,364
New +$407K 0.18% 118

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

River Wealth Advisors's ALGN Position: Q3 2019 in Review

River Wealth Advisors sold out of Align Technology (ALGN) in Q3 2019, closing a stake of 1,912 shares — an estimated $523K sold.

River Wealth Advisors first reported a position in ALGN in Q2 2018 and held it in 5 quarters. The position peaked at $687K in Q3 2018. 603 funds tracked by Wall St. Rank hold ALGN as of Q3 2019.

  • River Wealth Advisors reported no remaining Align Technology position as of Q3 2019 after selling out during the quarter.
  • River Wealth Advisors sold 1,912 Align Technology shares in Q3 2019, an estimated $523K.
  • River Wealth Advisors first reported a position in Align Technology in Q2 2018 and held it in 5 quarters.
  • River Wealth Advisors's Align Technology position peaked at $687K in Q3 2018.
  • 603 funds tracked by Wall St. Rank held Align Technology as of Q3 2019.

Based on River Wealth Advisors's 13F filing for Q3 2019, filed 29 Oct 2019.