WWM
ALGN icon

Western Wealth Management’s Align Technology ALGN Stock Holding History

Western Wealth Management’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
Q1 		– Sell
-890
Closed -$583K – 822
2021
Q4 		$583K Buy
+890
New +$572K 0.06% 296
2021
Q2 		$518K Sell
847
-187
-18% -$111K 0.05% 347
2021
Q1 		$560K Buy
1,034
+393
+61% +$217K 0.08% 258
2020
Q4 		$343K Buy
+641
New +$288K 0.05% 321
2019
Q3 		– Sell
-754
Closed -$206K – 388
2019
Q2 		$206K Buy
+754
New +$228K 0.03% 386

Other funds holding ALGN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Western Wealth Management's ALGN Position: Q1 2022 in Review

Western Wealth Management sold out of Align Technology (ALGN) in Q1 2022, closing a stake of 890 shares — an estimated $583K sold.

Western Wealth Management first reported a position in ALGN in Q2 2019 and held it in 5 quarters. The position peaked at $583K in Q4 2021. 862 funds tracked by Wall St. Rank hold ALGN as of Q1 2022.

  • Western Wealth Management reported no remaining Align Technology position as of Q1 2022 after selling out during the quarter.
  • Western Wealth Management sold 890 Align Technology shares in Q1 2022, an estimated $583K.
  • Western Wealth Management first reported a position in Align Technology in Q2 2019 and held it in 5 quarters.
  • Western Wealth Management's Align Technology position peaked at $583K in Q4 2021.
  • 862 funds tracked by Wall St. Rank held Align Technology as of Q1 2022.

Based on Western Wealth Management's 13F filing for Q1 2022, filed 10 May 2022.