W
ALGN icon

WealthStone’s Align Technology ALGN Stock Holding History

WealthStone’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
Q1 		$226K Buy
418
+18
+5% +$9.95K 0.08% 222
2020
Q4 		$214K Buy
+400
New +$180K 0.08% 202
2019
Q3 		– Sell
-17
Closed -$4.65K – 69
2019
Q2 		$4.65K Buy
+17
New +$5.13K ﹤0.01% 355

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

WealthStone's ALGN Position: Q1 2021 in Review

WealthStone increased its Align Technology (ALGN) stake by 4.5% in Q1 2021, buying an estimated $9.95K and bringing the position to 418 shares worth $226K. The position accounts for 0.08% of the portfolio, ranked #222.

WealthStone first reported a position in ALGN in Q2 2019 and has held it in 3 quarters since. 813 funds tracked by Wall St. Rank hold ALGN as of Q1 2021.

  • WealthStone held 418 shares of Align Technology worth $226K as of Q1 2021.
  • WealthStone bought 18 Align Technology shares in Q1 2021, an estimated $9.95K.
  • Align Technology made up 0.08% of WealthStone's portfolio in Q1 2021, its #222 holding.
  • WealthStone first reported a position in Align Technology in Q2 2019 and has held it in 3 quarters since.
  • 813 funds tracked by Wall St. Rank held Align Technology as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.