WAM
ALGN icon

Wealthspire Advisors (Maryland)’s Align Technology ALGN Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$1.17M Buy
3,573
+2,345
+191% +$716K 0.04% 175
2020
Q2 		$337K Buy
+1,228
New +$277K 0.02% 318
2020
Q1 		– Sell
-860
Closed -$240K – 436
2019
Q4 		$240K Buy
+860
New +$214K 0.02% 432
2019
Q2 		– Sell
-613
Closed -$174K – 510
2019
Q1 		$174K Sell
613
-80
-12% -$19.1K 0.01% 469
2018
Q4 		$145K Buy
693
+135
+24% +$34.1K 0.01% 488
2018
Q3 		$218K Buy
558
+13
+2% +$4.8K 0.02% 432
2018
Q2 		$186K Buy
545
+2
+0.4% +$597 0.02% 490
2018
Q1 		$136K Sell
543
-97
-15% -$24.9K 0.01% 589
2017
Q4 		$142K Sell
640
-99
-13% -$22.5K 0.01% 590
2017
Q3 		$138K Sell
739
-173
-19% -$29.6K 0.02% 594
2017
Q2 		$137K Buy
912
+105
+13% +$14.2K 0.02% 574
2017
Q1 		$93K Buy
807
+9
+1% +$909 0.01% 623
2016
Q4 		$77K Buy
798
+64
+9% +$5.94K 0.01% 659
2016
Q3 		$69K Sell
734
-201
-21% -$18.2K 0.01% 690
2016
Q2 		$75K Sell
935
-351
-27% -$26.8K 0.01% 617
2016
Q1 		$93K Sell
1,286
-124
-9% -$8.12K 0.02% 536
2015
Q4 		$93K Buy
+1,410
New +$90.5K 0.02% 543

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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ALGN Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Align Technology (ALGN) stake by 191% in Q3 2020, buying an estimated $716K and bringing the position to 3,573 shares worth $1.17M. The position accounts for 0.04% of the portfolio, ranked #175.

Wealthspire Advisors (Maryland) first reported a position in ALGN in Q4 2015 and has held it in 17 quarters since. 664 funds tracked by Wall St. Rank hold ALGN as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 3,573 shares of Align Technology worth $1.17M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 2,345 Align Technology shares in Q3 2020, an estimated $716K.
  • Align Technology made up 0.04% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #175 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Align Technology in Q4 2015 and has held it in 17 quarters since.
  • 664 funds tracked by Wall St. Rank held Align Technology as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.