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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 $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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return