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Tompkins Financial’s Align Technology ALGN Stock Holding History

Tompkins Financial’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
2021
Q4 		– Sell
-18
Closed -$12K – 349
2021
Q3 		$12K Buy
+18
New +$12.2K ﹤0.01% 316
2021
Q1 		$10K Hold
18
– – ﹤0.01% 355
2020
Q4 		$10K Buy
+18
New +$8.09K ﹤0.01% 360
2016
Q4 		– Sell
-55
Closed -$5K – 375
2016
Q3 		$5K Hold
55
– – ﹤0.01% 339
2016
Q2 		$4K Buy
+55
New +$4.21K ﹤0.01% 457

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 $3.38T AUM 44.17% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Tompkins Financial's ALGN Position: Q4 2021 in Review

Tompkins Financial sold out of Align Technology (ALGN) in Q4 2021, closing a stake of 18 shares — an estimated $12K sold.

Tompkins Financial first reported a position in ALGN in Q2 2016 and held it in 5 quarters. The position peaked at $12K in Q3 2021. 931 funds tracked by Wall St. Rank hold ALGN as of Q4 2021.

  • Tompkins Financial reported no remaining Align Technology position as of Q4 2021 after selling out during the quarter.
  • Tompkins Financial sold 18 Align Technology shares in Q4 2021, an estimated $12K.
  • Tompkins Financial first reported a position in Align Technology in Q2 2016 and held it in 5 quarters.
  • Tompkins Financial's Align Technology position peaked at $12K in Q3 2021.
  • 931 funds tracked by Wall St. Rank held Align Technology as of Q4 2021.

Based on Tompkins Financial's 13F filing for Q4 2021, filed 24 Jan 2022.