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Wealthcare Advisory Partners’s Align Technology ALGN Stock Holding History

Wealthcare Advisory Partners’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
Q2 		– Sell
-94
Closed -$51K – 587
2021
Q1 		$51K Buy
+94
New +$52K ﹤0.01% 863
2020
Q2 		– Sell
-40
Closed -$7K – 350
2020
Q1 		$7K Hold
40
– – ﹤0.01% 997
2019
Q4 		$11K Hold
40
– – ﹤0.01% 904
2019
Q3 		$7K Buy
+40
New +$8.32K ﹤0.01% 989

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Wealthcare Advisory Partners's ALGN Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Align Technology (ALGN) in Q2 2021, closing a stake of 94 shares — an estimated $51K sold.

Wealthcare Advisory Partners first reported a position in ALGN in Q3 2019 and held it in 4 quarters. The position peaked at $51K in Q1 2021. 853 funds tracked by Wall St. Rank hold ALGN as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Align Technology position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 94 Align Technology shares in Q2 2021, an estimated $51K.
  • Wealthcare Advisory Partners first reported a position in Align Technology in Q3 2019 and held it in 4 quarters.
  • Wealthcare Advisory Partners's Align Technology position peaked at $51K in Q1 2021.
  • 853 funds tracked by Wall St. Rank held Align Technology as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.