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Wealthfront’s Align Technology ALGN Stock Holding History

Wealthfront’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
2018
Q3 		$1.54M Buy
3,945
+71
+2% +$26.2K 0.01% 173
2018
Q2 		$1.32M Sell
3,874
-370
-9% -$110K 0.01% 190
2018
Q1 		$1.07M Buy
4,244
+363
+9% +$93.2K 0.01% 245
2017
Q4 		$862K Buy
3,881
+838
+28% +$190K 0.01% 249
2017
Q3 		$567K Buy
3,043
+893
+42% +$153K 0.01% 302
2017
Q2 		$323K Buy
2,150
+200
+10% +$27.1K ﹤0.01% 368
2017
Q1 		$224K Buy
+1,950
New +$197K ﹤0.01% 399
2015
Q4 		– Sell
-647
Closed -$37K – 326
2015
Q3 		$37K Buy
647
+308
+91% +$18.4K ﹤0.01% 565
2015
Q2 		$21K Buy
339
+303
+842% +$17.9K ﹤0.01% 617
2015
Q1 		$2K Buy
36
+35
+3,500% +$1.99K ﹤0.01% 970
2014
Q4 		$0 Buy
+1
New +$53 ﹤0.01% 669

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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthfront's ALGN Position: Q3 2018 in Review

Wealthfront increased its Align Technology (ALGN) stake by 1.8% in Q3 2018, buying an estimated $26.2K and bringing the position to 3,945 shares worth $1.54M. The position accounts for 0.01% of the portfolio, ranked #173.

Wealthfront first reported a position in ALGN in Q4 2014 and has held it in 11 quarters since. 714 funds tracked by Wall St. Rank hold ALGN as of Q3 2018.

  • Wealthfront held 3,945 shares of Align Technology worth $1.54M as of Q3 2018.
  • Wealthfront bought 71 Align Technology shares in Q3 2018, an estimated $26.2K.
  • Align Technology made up 0.01% of Wealthfront's portfolio in Q3 2018, its #173 holding.
  • Wealthfront first reported a position in Align Technology in Q4 2014 and has held it in 11 quarters since.
  • 714 funds tracked by Wall St. Rank held Align Technology as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.