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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

SVA Wealth Management's ALGN Position: Q4 2020 in Review

SVA Wealth Management reduced its Align Technology (ALGN) stake by 13% in Q4 2020, selling an estimated $84.5K and leaving 1,214 shares worth $649K. The position accounts for 0.06% of the portfolio, ranked #144.

SVA Wealth Management first reported a position in ALGN in Q2 2017 and has held it in 13 quarters since. 800 funds tracked by Wall St. Rank hold ALGN as of Q4 2020.

SVA Wealth Management held 1,214 shares of Align Technology worth $649K as of Q4 2020.
SVA Wealth Management sold 188 Align Technology shares in Q4 2020, an estimated $84.5K.
Align Technology made up 0.06% of SVA Wealth Management's portfolio in Q4 2020, its #144 holding.
SVA Wealth Management first reported a position in Align Technology in Q2 2017 and has held it in 13 quarters since.
800 funds tracked by Wall St. Rank held Align Technology as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.