SFS
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Sowell Financial Services’s Align Technology ALGN Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-574
Closed -$336K – 585
2021
Q1 		$336K Sell
574
-373
-39% -$206K 0.01% 793
2020
Q4 		$506K Sell
947
-82
-8% -$36.9K 0.02% 518
2020
Q3 		$337K Sell
1,029
-147
-13% -$44.9K 0.02% 575
2020
Q2 		$323K Sell
1,176
-372
-24% -$83.8K 0.02% 572
2020
Q1 		$269K Sell
1,548
-322
-17% -$77.1K 0.02% 576
2019
Q4 		$522K Buy
1,870
+1,200
+179% +$299K 0.04% 436
2019
Q3 		$121K Buy
+670
New +$139K 0.01% 779
2018
Q4 		– Sell
-915
Closed -$358K – 462
2018
Q3 		$358K Buy
+915
New +$338K 0.05% 250

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State Street
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Sands Capital Management
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Wellington Management Group
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JP Morgan Chase
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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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return