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Tarbox Family Office’s Align Technology ALGN Stock Holding History

Tarbox Family Office’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
2022
Q2 		– Sell
-18
Closed -$8K – 145
2022
Q1 		$8K Sell
18
-18
-50% -$8.76K ﹤0.01% 410
2021
Q4 		$24K Hold
36
– – ﹤0.01% 322
2021
Q3 		$24K Hold
36
– – ﹤0.01% 344
2021
Q2 		$22K Buy
36
+4
+13% +$2.37K ﹤0.01% 354
2021
Q1 		$17K Buy
32
+3
+10% +$1.66K ﹤0.01% 334
2020
Q4 		$15K Hold
29
– – ﹤0.01% 336
2020
Q3 		$9K Buy
29
+11
+61% +$3.36K ﹤0.01% 390
2020
Q2 		$5K Hold
18
– – ﹤0.01% 466
2020
Q1 		$3K Sell
18
-3
-14% -$718 ﹤0.01% 504
2019
Q4 		$6K Buy
21
+14
+200% +$3.49K ﹤0.01% 450
2019
Q3 		$1K Sell
7
-29
-81% -$6.03K ﹤0.01% 858
2019
Q2 		$10K Buy
36
+19
+112% +$5.74K ﹤0.01% 332
2019
Q1 		$5K Hold
17
– – ﹤0.01% 381
2018
Q4 		$4K Buy
17
+1
+6% +$253 ﹤0.01% 395
2018
Q3 		$6K Hold
16
– – ﹤0.01% 374
2018
Q2 		$5K Buy
16
+9
+129% +$2.69K ﹤0.01% 383
2018
Q1 		$2K Hold
7
– – ﹤0.01% 485
2017
Q4 		$2K Hold
7
– – ﹤0.01% 473
2017
Q3 		$1K Buy
+7
New +$1.2K ﹤0.01% 533

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Tarbox Family Office's ALGN Position: Q2 2022 in Review

Tarbox Family Office sold out of Align Technology (ALGN) in Q2 2022, closing a stake of 18 shares — an estimated $8K sold.

Tarbox Family Office first reported a position in ALGN in Q3 2017 and held it in 19 quarters. The position peaked at $24K in Q4 2021. 747 funds tracked by Wall St. Rank hold ALGN as of Q2 2022.

  • Tarbox Family Office reported no remaining Align Technology position as of Q2 2022 after selling out during the quarter.
  • Tarbox Family Office sold 18 Align Technology shares in Q2 2022, an estimated $8K.
  • Tarbox Family Office first reported a position in Align Technology in Q3 2017 and held it in 19 quarters.
  • Tarbox Family Office's Align Technology position peaked at $24K in Q4 2021.
  • 747 funds tracked by Wall St. Rank held Align Technology as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.