SWS Partners’s Align Technology ALGN Stock Holding History

SWS Partners’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
2018 Q2	–	Sell	-27	Closed	-$7K	–	107
2018 Q1	$7K	Hold	27	–	–	0.01%	282
2017 Q4	$6K	Buy	+27	New	+$6.13K	﹤0.01%	302

Other funds holding ALGN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SWS Partners's ALGN Position: Q2 2018 in Review

SWS Partners sold out of Align Technology (ALGN) in Q2 2018, closing a stake of 27 shares — an estimated $7K sold.

SWS Partners first reported a position in ALGN in Q4 2017 and held it in 2 quarters. The position peaked at $7K in Q1 2018. 681 funds tracked by Wall St. Rank hold ALGN as of Q2 2018.

SWS Partners reported no remaining Align Technology position as of Q2 2018 after selling out during the quarter.
SWS Partners sold 27 Align Technology shares in Q2 2018, an estimated $7K.
SWS Partners first reported a position in Align Technology in Q4 2017 and held it in 2 quarters.
SWS Partners's Align Technology position peaked at $7K in Q1 2018.
681 funds tracked by Wall St. Rank held Align Technology as of Q2 2018.

Based on SWS Partners's 13F filing for Q2 2018, filed 13 Aug 2018.