WealthSource Partners’s Align Technology ALGN Stock Holding History

WealthSource 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
2018 Q4	–	Sell	-758	Closed	-$297K	–	302
2018 Q3	$297K	Buy	+758	New	+$280K	0.08%	224

Other funds holding ALGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WealthSource Partners's ALGN Position: Q4 2018 in Review

WealthSource Partners sold out of Align Technology (ALGN) in Q4 2018, closing a stake of 758 shares — an estimated $297K sold.

WealthSource Partners first reported a position in ALGN in Q3 2018 and held it in 1 quarter. The position peaked at $297K in Q3 2018. 633 funds tracked by Wall St. Rank hold ALGN as of Q4 2018.

WealthSource Partners reported no remaining Align Technology position as of Q4 2018 after selling out during the quarter.
WealthSource Partners sold 758 Align Technology shares in Q4 2018, an estimated $297K.
WealthSource Partners first reported a position in Align Technology in Q3 2018 and held it in 1 quarter.
WealthSource Partners's Align Technology position peaked at $297K in Q3 2018.
633 funds tracked by Wall St. Rank held Align Technology as of Q4 2018.

Based on WealthSource Partners's 13F filing for Q4 2018, filed 6 Feb 2019.