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Wealth Enhancement & Preservation of GA’s Align Technology ALGN Stock Holding History

Wealth Enhancement & Preservation of GA’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
-5,383
Closed -$2.88M – 52
2020
Q4 		$2.88M Buy
+5,383
New +$2.42M 2.48% 10

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
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

Wealth Enhancement & Preservation of GA's ALGN Position: Q1 2021 in Review

Wealth Enhancement & Preservation of GA sold out of Align Technology (ALGN) in Q1 2021, closing a stake of 5,383 shares — an estimated $2.88M sold.

Wealth Enhancement & Preservation of GA first reported a position in ALGN in Q4 2020 and held it in 1 quarter. The position peaked at $2.88M in Q4 2020. 814 funds tracked by Wall St. Rank hold ALGN as of Q1 2021.

  • Wealth Enhancement & Preservation of GA reported no remaining Align Technology position as of Q1 2021 after selling out during the quarter.
  • Wealth Enhancement & Preservation of GA sold 5,383 Align Technology shares in Q1 2021, an estimated $2.88M.
  • Wealth Enhancement & Preservation of GA first reported a position in Align Technology in Q4 2020 and held it in 1 quarter.
  • Wealth Enhancement & Preservation of GA's Align Technology position peaked at $2.88M in Q4 2020.
  • 814 funds tracked by Wall St. Rank held Align Technology as of Q1 2021.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q1 2021, filed 21 Apr 2021.