WCF
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West Coast Financial’s Align Technology ALGN Stock Holding History

West Coast Financial’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
2022
Q4 		– Sell
-20,996
Closed -$4.35M – 128
2022
Q3 		$4.35M Sell
20,996
-171
-0.8% -$44K 0.8% 46
2022
Q2 		$5.01M Sell
21,167
-689
-3% -$212K 0.89% 42
2022
Q1 		$9.53M Buy
21,856
+3,521
+19% +$1.71M 1.46% 20
2021
Q4 		$12M Sell
18,335
-1,104
-6% -$710K 1.72% 15
2021
Q3 		$12.9M Sell
19,439
-1,876
-9% -$1.27M 2.08% 7
2021
Q2 		$13M Sell
21,315
-941
-4% -$557K 2.12% 8
2021
Q1 		$12.1M Sell
22,256
-534
-2% -$295K 2.09% 10
2020
Q4 		$12.2M Sell
22,790
-5,165
-18% -$2.32M 2.34% 5
2020
Q3 		$9.15M Sell
27,955
-845
-3% -$258K 2.07% 10
2020
Q2 		$7.9M Sell
28,800
-13,699
-32% -$3.09M 1.93% 12
2020
Q1 		$7.39M Buy
+42,499
New +$10.2M 1.97% 16

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return