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Torch Wealth Management’s Align Technology ALGN Stock Holding History

Torch 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
2014
Q3 		– Sell
-2,500
Closed -$140K – 107
2014
Q2 		$140K Buy
2,500
+2,000
+400% +$104K 0.1% 110
2014
Q1 		$26K Hold
500
– – 0.02% 198
2013
Q4 		$29K Buy
+500
New +$26.9K 0.02% 174

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Torch Wealth Management's ALGN Position: Q3 2014 in Review

Torch Wealth Management sold out of Align Technology (ALGN) in Q3 2014, closing a stake of 2,500 shares — an estimated $140K sold.

Torch Wealth Management first reported a position in ALGN in Q4 2013 and held it in 3 quarters. The position peaked at $140K in Q2 2014. 276 funds tracked by Wall St. Rank hold ALGN as of Q3 2014.

  • Torch Wealth Management reported no remaining Align Technology position as of Q3 2014 after selling out during the quarter.
  • Torch Wealth Management sold 2,500 Align Technology shares in Q3 2014, an estimated $140K.
  • Torch Wealth Management first reported a position in Align Technology in Q4 2013 and held it in 3 quarters.
  • Torch Wealth Management's Align Technology position peaked at $140K in Q2 2014.
  • 276 funds tracked by Wall St. Rank held Align Technology as of Q3 2014.

Based on Torch Wealth Management's 13F filing for Q3 2014, filed 29 Oct 2014.