SFS
ALGN icon

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

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
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Sowell Financial Services's ALGN Position: Q2 2021 in Review

Sowell Financial Services sold out of Align Technology (ALGN) in Q2 2021, closing a stake of 574 shares — an estimated $336K sold.

Sowell Financial Services first reported a position in ALGN in Q3 2018 and held it in 8 quarters. The position peaked at $522K in Q4 2019. 853 funds tracked by Wall St. Rank hold ALGN as of Q2 2021.

  • Sowell Financial Services reported no remaining Align Technology position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 574 Align Technology shares in Q2 2021, an estimated $336K.
  • Sowell Financial Services first reported a position in Align Technology in Q3 2018 and held it in 8 quarters.
  • Sowell Financial Services's Align Technology position peaked at $522K in Q4 2019.
  • 853 funds tracked by Wall St. Rank held Align Technology as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.