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SOA Wealth Advisors’s Align Technology ALGN Stock Holding History

SOA 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
2022
Q2 		– Sell
-115
Closed -$50K – 804
2022
Q1 		$50K Buy
115
+112
+3,733% +$54.5K 0.01% 312
2021
Q4 		$1K Sell
3
-240
-99% -$154K ﹤0.01% 805
2021
Q3 		$161K Buy
243
+70
+40% +$47.5K 0.04% 173
2021
Q2 		$105K Buy
173
+169
+4,225% +$100K 0.03% 207
2021
Q1 		$2K Buy
4
+2
+100% +$1.11K ﹤0.01% 700
2020
Q4 		$1K Buy
+2
New +$899 ﹤0.01% 719

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

SOA Wealth Advisors's ALGN Position: Q2 2022 in Review

SOA Wealth Advisors sold out of Align Technology (ALGN) in Q2 2022, closing a stake of 115 shares — an estimated $50K sold.

SOA Wealth Advisors first reported a position in ALGN in Q4 2020 and held it in 6 quarters. The position peaked at $161K in Q3 2021. 747 funds tracked by Wall St. Rank hold ALGN as of Q2 2022.

  • SOA Wealth Advisors reported no remaining Align Technology position as of Q2 2022 after selling out during the quarter.
  • SOA Wealth Advisors sold 115 Align Technology shares in Q2 2022, an estimated $50K.
  • SOA Wealth Advisors first reported a position in Align Technology in Q4 2020 and held it in 6 quarters.
  • SOA Wealth Advisors's Align Technology position peaked at $161K in Q3 2021.
  • 747 funds tracked by Wall St. Rank held Align Technology as of Q2 2022.

Based on SOA Wealth Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.