SQA
ALGN icon

Simon Quick Advisors’s Align Technology ALGN Stock Holding History

Simon Quick 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 		– Sell
-151
Closed -$100K – 364
2021
Q3 		$100K Buy
151
+61
+68% +$41.4K 0.03% 170
2021
Q2 		$54K Hold
90
– – 0.01% 232
2021
Q1 		$48K Hold
90
– – 0.01% 257
2020
Q4 		$48K Hold
90
– – 0.01% 226
2020
Q3 		$29K Buy
+90
New +$27.5K 0.01% 271
2017
Q4 		– Sell
-279
Closed -$52K – 443
2017
Q3 		$52K Hold
279
– – 0.02% 263
2017
Q2 		$42K Sell
279
-79
-22% -$10.7K 0.02% 132
2017
Q1 		$41K Buy
+358
New +$36.2K 0.02% 169

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Simon Quick Advisors's ALGN Position: Q4 2021 in Review

Simon Quick Advisors sold out of Align Technology (ALGN) in Q4 2021, closing a stake of 151 shares — an estimated $100K sold.

Simon Quick Advisors first reported a position in ALGN in Q1 2017 and held it in 8 quarters. The position peaked at $100K in Q3 2021. 931 funds tracked by Wall St. Rank hold ALGN as of Q4 2021.

  • Simon Quick Advisors reported no remaining Align Technology position as of Q4 2021 after selling out during the quarter.
  • Simon Quick Advisors sold 151 Align Technology shares in Q4 2021, an estimated $100K.
  • Simon Quick Advisors first reported a position in Align Technology in Q1 2017 and held it in 8 quarters.
  • Simon Quick Advisors's Align Technology position peaked at $100K in Q3 2021.
  • 931 funds tracked by Wall St. Rank held Align Technology as of Q4 2021.

Based on Simon Quick Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.