Ropes Wealth Advisors’s Align Technology ALGN Stock Holding History

Ropes 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	-78	Closed	-$42K	–	268
2020 Q4	$42K	Hold	78	–	–	0.01%	403
2020 Q3	$26K	Hold	78	–	–	0.01%	395
2020 Q2	$21K	Hold	78	–	–	﹤0.01%	389
2020 Q1	$14K	Buy	78 +64	+457%	+$15.3K	﹤0.01%	389
2019 Q4	$4K	Hold	14	–	–	﹤0.01%	503
2019 Q3	$3K	Hold	14	–	–	﹤0.01%	523
2019 Q2	$4K	Hold	14	–	–	﹤0.01%	523
2019 Q1	$4K	Hold	14	–	–	﹤0.01%	488
2018 Q4	$3K	Hold	14	–	–	﹤0.01%	472
2018 Q3	$5K	Buy	+14	New	+$5.17K	﹤0.01%	489
2018 Q1	–	Sell	-92	Closed	-$20K	–	589
2017 Q4	$20K	Hold	92	–	–	0.01%	435
2017 Q3	$17K	Buy	+92	New	+$15.8K	﹤0.01%	428

Other funds holding ALGN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Ropes Wealth Advisors's ALGN Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Align Technology (ALGN) in Q1 2021, closing a stake of 78 shares — an estimated $42K sold.

Ropes Wealth Advisors first reported a position in ALGN in Q3 2017 and held it in 12 quarters. The position peaked at $42K in Q4 2020. 814 funds tracked by Wall St. Rank hold ALGN as of Q1 2021.

Ropes Wealth Advisors reported no remaining Align Technology position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 78 Align Technology shares in Q1 2021, an estimated $42K.
Ropes Wealth Advisors first reported a position in Align Technology in Q3 2017 and held it in 12 quarters.
Ropes Wealth Advisors's Align Technology position peaked at $42K in Q4 2020.
814 funds tracked by Wall St. Rank held Align Technology as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.