TFO
ALGN icon

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 $5.7T AUM 30.48% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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