WA
ALGN icon

WFG Advisors’s Align Technology ALGN Stock Holding History

WFG 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
2015
Q3 		– Sell
-300
Closed -$19K – 1604
2015
Q2 		$19K Hold
300
– – 0.01% 987
2015
Q1 		$16K Hold
300
– – ﹤0.01% 1045
2014
Q4 		$17K Buy
+300
New +$15.9K ﹤0.01% 1276

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WFG Advisors's ALGN Position: Q3 2015 in Review

WFG Advisors sold out of Align Technology (ALGN) in Q3 2015, closing a stake of 300 shares — an estimated $19K sold.

WFG Advisors first reported a position in ALGN in Q4 2014 and held it in 3 quarters. The position peaked at $19K in Q2 2015. 275 funds tracked by Wall St. Rank hold ALGN as of Q3 2015.

  • WFG Advisors reported no remaining Align Technology position as of Q3 2015 after selling out during the quarter.
  • WFG Advisors sold 300 Align Technology shares in Q3 2015, an estimated $19K.
  • WFG Advisors first reported a position in Align Technology in Q4 2014 and held it in 3 quarters.
  • WFG Advisors's Align Technology position peaked at $19K in Q2 2015.
  • 275 funds tracked by Wall St. Rank held Align Technology as of Q3 2015.

Based on WFG Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.