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WESPAC Advisors’s Align Technology ALGN Stock Holding History

WESPAC Advisors’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
Q4 		– Sell
-619
Closed -$412K – 146
2021
Q3 		$412K Buy
+619
New +$420K 0.25% 115
2021
Q2 		– Sell
-742
Closed -$402K – 101
2021
Q1 		$402K Buy
+742
New +$410K 0.3% 95
2018
Q4 		– Sell
-710
Closed -$278K – 103
2018
Q3 		$278K Buy
+710
New +$262K 0.16% 118

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

WESPAC Advisors's ALGN Position: Q4 2021 in Review

WESPAC Advisors sold out of Align Technology (ALGN) in Q4 2021, closing a stake of 619 shares — an estimated $412K sold.

WESPAC Advisors first reported a position in ALGN in Q3 2018 and held it in 3 quarters. The position peaked at $412K in Q3 2021. 931 funds tracked by Wall St. Rank hold ALGN as of Q4 2021.

  • WESPAC Advisors reported no remaining Align Technology position as of Q4 2021 after selling out during the quarter.
  • WESPAC Advisors sold 619 Align Technology shares in Q4 2021, an estimated $412K.
  • WESPAC Advisors first reported a position in Align Technology in Q3 2018 and held it in 3 quarters.
  • WESPAC Advisors's Align Technology position peaked at $412K in Q3 2021.
  • 931 funds tracked by Wall St. Rank held Align Technology as of Q4 2021.

Based on WESPAC Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.