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SVA Wealth Management’s Align Technology ALGN Stock Holding History

SVA Wealth Management’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
Q4 		$649K Sell
1,214
-188
-13% -$84.5K 0.06% 144
2020
Q3 		$459K Hold
1,402
– – 0.05% 155
2020
Q2 		$385K Buy
+1,402
New +$316K 0.04% 157
2020
Q1 		– Sell
-1,047
Closed -$292K – 185
2019
Q4 		$292K Buy
+1,047
New +$261K 0.03% 179
2019
Q3 		– Sell
-1,047
Closed -$287K – 200
2019
Q2 		$287K Hold
1,047
– – 0.03% 180
2019
Q1 		$298K Hold
1,047
– – 0.03% 183
2018
Q4 		$219K Sell
1,047
-20
-2% -$5.05K 0.02% 195
2018
Q3 		$417K Hold
1,067
– – 0.04% 164
2018
Q2 		$365K Sell
1,067
-333
-24% -$99.3K 0.04% 168
2018
Q1 		$261K Buy
1,400
+155
+12% +$39.8K 0.03% 188
2017
Q4 		$277K Sell
1,245
-155
-11% -$35.2K 0.03% 184
2017
Q3 		$261K Sell
1,400
-30
-2% -$5.14K 0.03% 188
2017
Q2 		$215K Buy
+1,430
New +$194K 0.03% 190

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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