WRF
ALGN icon

Waddell & Reed Financial’s Align Technology ALGN Stock Holding History

Waddell & Reed 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
2020
Q2 		– Sell
-150,000
Closed -$26.1M – 456
2020
Q1 		$26.1M Buy
+150,000
New +$35.9M 0.08% 244

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 $15.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.56T 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 $11.6B AUM 8.03% 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

Waddell & Reed Financial's ALGN Position: Q1 2021 in Review

Waddell & Reed Financial sold out of Align Technology (ALGN) in Q1 2021, closing a stake of 155,475 shares — an estimated $83.1M sold.

Waddell & Reed Financial first reported a position in ALGN in Q2 2013 and held it in 28 quarters. The position peaked at $140M in Q2 2015. 814 funds tracked by Wall St. Rank hold ALGN as of Q1 2021.

  • Waddell & Reed Financial reported no remaining Align Technology position as of Q1 2021 after selling out during the quarter.
  • Waddell & Reed Financial sold 155,475 Align Technology shares in Q1 2021, an estimated $83.1M.
  • Waddell & Reed Financial first reported a position in Align Technology in Q2 2013 and held it in 28 quarters.
  • Waddell & Reed Financial's Align Technology position peaked at $140M in Q2 2015.
  • 814 funds tracked by Wall St. Rank held Align Technology as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.