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WealthShield Partners’s Align Technology ALGN Stock Holding History

WealthShield 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
Q3 		– Sell
-38
Closed -$23K – 251
2021
Q2 		$23K Buy
38
+10
+36% +$5.92K ﹤0.01% 627
2021
Q1 		$15K Sell
28
-1,105
-98% -$611K ﹤0.01% 716
2020
Q4 		$605K Buy
1,133
+41
+4% +$18.4K 0.11% 147
2020
Q3 		$357K Sell
1,092
-70
-6% -$21.4K 0.13% 171
2020
Q2 		$319K Buy
+1,162
New +$262K 0.15% 148

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 $9.69B AUM 6.52% 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 $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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

WealthShield Partners's ALGN Position: Q3 2021 in Review

WealthShield Partners sold out of Align Technology (ALGN) in Q3 2021, closing a stake of 38 shares — an estimated $23K sold.

WealthShield Partners first reported a position in ALGN in Q2 2020 and held it in 5 quarters. The position peaked at $605K in Q4 2020. 887 funds tracked by Wall St. Rank hold ALGN as of Q3 2021.

  • WealthShield Partners reported no remaining Align Technology position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 38 Align Technology shares in Q3 2021, an estimated $23K.
  • WealthShield Partners first reported a position in Align Technology in Q2 2020 and held it in 5 quarters.
  • WealthShield Partners's Align Technology position peaked at $605K in Q4 2020.
  • 887 funds tracked by Wall St. Rank held Align Technology as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.