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TRUE Private Wealth Advisors’s Align Technology ALGN Stock Holding History

TRUE Private Wealth Advisors’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
Q1 		– Sell
-35
Closed -$18K – 247
2020
Q4 		$18K Hold
35
– – ﹤0.01% 457
2020
Q3 		$11K Hold
35
– – ﹤0.01% 475
2020
Q2 		$9K Hold
35
– – ﹤0.01% 499
2020
Q1 		$6K Buy
35
+5
+17% +$1.2K ﹤0.01% 499
2019
Q4 		$8K Buy
+30
New +$7.48K ﹤0.01% 617
2019
Q3 		– Sell
-168
Closed -$45K – 224
2019
Q2 		$45K Buy
+168
New +$50.7K 0.01% 358
2018
Q4 		– Sell
-507
Closed -$198K – 249
2018
Q3 		$198K Buy
+507
New +$187K 0.03% 266

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
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

TRUE Private Wealth Advisors's ALGN Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Align Technology (ALGN) in Q1 2021, closing a stake of 35 shares — an estimated $18K sold.

TRUE Private Wealth Advisors first reported a position in ALGN in Q3 2018 and held it in 7 quarters. The position peaked at $198K in Q3 2018. 814 funds tracked by Wall St. Rank hold ALGN as of Q1 2021.

  • TRUE Private Wealth Advisors reported no remaining Align Technology position as of Q1 2021 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 35 Align Technology shares in Q1 2021, an estimated $18K.
  • TRUE Private Wealth Advisors first reported a position in Align Technology in Q3 2018 and held it in 7 quarters.
  • TRUE Private Wealth Advisors's Align Technology position peaked at $198K in Q3 2018.
  • 814 funds tracked by Wall St. Rank held Align Technology as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.