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TriaGen Wealth Management’s Align Technology ALGN Stock Holding History

TriaGen 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
2021
Q4 		– Sell
-576
Closed -$383K – 182
2021
Q3 		$383K Hold
576
– – 0.21% 117
2021
Q2 		$401K Sell
576
-3
-0.5% -$1.78K 0.21% 115
2021
Q1 		$314K Hold
579
– – 0.18% 125
2020
Q4 		$309K Buy
+579
New +$260K 0.18% 131

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

TriaGen Wealth Management's ALGN Position: Q4 2021 in Review

TriaGen Wealth Management sold out of Align Technology (ALGN) in Q4 2021, closing a stake of 576 shares — an estimated $383K sold.

TriaGen Wealth Management first reported a position in ALGN in Q4 2020 and held it in 4 quarters. The position peaked at $401K in Q2 2021. 931 funds tracked by Wall St. Rank hold ALGN as of Q4 2021.

  • TriaGen Wealth Management reported no remaining Align Technology position as of Q4 2021 after selling out during the quarter.
  • TriaGen Wealth Management sold 576 Align Technology shares in Q4 2021, an estimated $383K.
  • TriaGen Wealth Management first reported a position in Align Technology in Q4 2020 and held it in 4 quarters.
  • TriaGen Wealth Management's Align Technology position peaked at $401K in Q2 2021.
  • 931 funds tracked by Wall St. Rank held Align Technology as of Q4 2021.

Based on TriaGen Wealth Management's 13F filing for Q4 2021, filed 9 Feb 2022.