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 $5.7T AUM 30.48% 1-Year Est. Return

Edgewood Management

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

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 $1.47T 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