Sheets Smith Wealth Management’s Align Technology ALGN Stock Holding History

Sheets Smith Wealth Management’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
2022 Q1	–	Sell	-1,247	Closed	-$820K	–	355
2021 Q4	$820K	Hold	1,247	–	–	0.1%	173
2021 Q3	$830K	Hold	1,247	–	–	0.11%	159
2021 Q2	$762K	Buy	+1,247	New	+$738K	0.1%	174
2018 Q4	–	Sell	-3,041	Closed	-$1.19M	–	277
2018 Q3	$1.19M	Sell	3,041 -757	-20%	-$279K	0.25%	102
2018 Q2	$1.3M	Buy	3,798 +67	+2%	+$20K	0.3%	84
2018 Q1	$937K	Sell	3,731 -2,017	-35%	-$518K	0.23%	118
2017 Q4	$1.28M	Sell	5,748 -1,536	-21%	-$349K	0.3%	89
2017 Q3	$1.36M	Sell	7,284 -2,442	-25%	-$418K	0.34%	79
2017 Q2	$1.46M	Sell	9,726 -444	-4%	-$60.2K	0.39%	76
2017 Q1	$1.17M	Sell	10,170 -127	-1%	-$12.8K	0.31%	95
2016 Q4	$990K	Sell	10,297 -607	-6%	-$56.4K	0.28%	100
2016 Q3	$1.02M	Sell	10,904 -489	-4%	-$44.2K	0.29%	93
2016 Q2	$918K	Buy	+11,393	New	+$871K	0.27%	110

Other funds holding ALGN

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

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

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

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

Sheets Smith Wealth Management's ALGN Position: Q1 2022 in Review

Sheets Smith Wealth Management sold out of Align Technology (ALGN) in Q1 2022, closing a stake of 1,247 shares — an estimated $820K sold.

Sheets Smith Wealth Management first reported a position in ALGN in Q2 2016 and held it in 13 quarters. The position peaked at $1.46M in Q2 2017. 861 funds tracked by Wall St. Rank hold ALGN as of Q1 2022.

Sheets Smith Wealth Management reported no remaining Align Technology position as of Q1 2022 after selling out during the quarter.
Sheets Smith Wealth Management sold 1,247 Align Technology shares in Q1 2022, an estimated $820K.
Sheets Smith Wealth Management first reported a position in Align Technology in Q2 2016 and held it in 13 quarters.
Sheets Smith Wealth Management's Align Technology position peaked at $1.46M in Q2 2017.
861 funds tracked by Wall St. Rank held Align Technology as of Q1 2022.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2022, filed 2 May 2022.