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Spearhead Capital Advisors’s Align Technology ALGN Stock Holding History

Spearhead Capital 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
Q1 		– Sell
-871
Closed -$465K – 187
2020
Q4 		$465K Sell
871
-148
-15% -$66.5K 0.07% 105
2020
Q3 		$334K Buy
1,019
+235
+30% +$71.7K 0.06% 120
2020
Q2 		$215K Buy
+784
New +$177K 0.05% 150

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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Spearhead Capital Advisors's ALGN Position: Q1 2021 in Review

Spearhead Capital Advisors sold out of Align Technology (ALGN) in Q1 2021, closing a stake of 871 shares — an estimated $465K sold.

Spearhead Capital Advisors first reported a position in ALGN in Q2 2020 and held it in 3 quarters. The position peaked at $465K in Q4 2020. 813 funds tracked by Wall St. Rank hold ALGN as of Q1 2021.

  • Spearhead Capital Advisors reported no remaining Align Technology position as of Q1 2021 after selling out during the quarter.
  • Spearhead Capital Advisors sold 871 Align Technology shares in Q1 2021, an estimated $465K.
  • Spearhead Capital Advisors first reported a position in Align Technology in Q2 2020 and held it in 3 quarters.
  • Spearhead Capital Advisors's Align Technology position peaked at $465K in Q4 2020.
  • 813 funds tracked by Wall St. Rank held Align Technology as of Q1 2021.

Based on Spearhead Capital Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.