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Squar Milner Financial Services’s Align Technology ALGN Stock Holding History

Squar Milner 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
2020
Q3 		– Sell
-1,646
Closed -$452K – 11
2020
Q2 		$452K Buy
1,646
+432
+36% +$97.3K 0.26% 103
2020
Q1 		$211K Buy
1,214
+383
+46% +$91.7K 0.13% 160
2019
Q4 		$231K Sell
831
-456
-35% -$114K 0.12% 179
2019
Q3 		$421K Buy
1,287
+1,209
+1,550% +$251K 0.22% 120
2019
Q2 		$21K Buy
78
+49
+169% +$14.8K 0.01% 454
2019
Q1 		$8K Buy
+29
New +$6.92K 0.01% 553
2018
Q4 		– Sell
-15
Closed -$6K – 736
2018
Q3 		$6K Sell
15
-22
-59% -$8.12K 0.01% 565
2018
Q2 		$13K Buy
+37
New +$11K 0.01% 535

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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Squar Milner Financial Services's ALGN Position: Q3 2020 in Review

Squar Milner Financial Services sold out of Align Technology (ALGN) in Q3 2020, closing a stake of 1,646 shares — an estimated $452K sold.

Squar Milner Financial Services first reported a position in ALGN in Q2 2018 and held it in 8 quarters. The position peaked at $452K in Q2 2020. 665 funds tracked by Wall St. Rank hold ALGN as of Q3 2020.

  • Squar Milner Financial Services reported no remaining Align Technology position as of Q3 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 1,646 Align Technology shares in Q3 2020, an estimated $452K.
  • Squar Milner Financial Services first reported a position in Align Technology in Q2 2018 and held it in 8 quarters.
  • Squar Milner Financial Services's Align Technology position peaked at $452K in Q2 2020.
  • 665 funds tracked by Wall St. Rank held Align Technology as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.