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Wilbanks Smith & Thomas Asset Management’s Align Technology ALGN Stock Holding History

Wilbanks Smith & Thomas Asset 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
2018
Q4 		– Sell
-201
Closed -$79K – 380
2018
Q3 		$79K Buy
+201
New +$74.2K ﹤0.01% 593

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Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
State Street
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's ALGN Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Align Technology (ALGN) in Q4 2018, closing a stake of 201 shares — an estimated $79K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in ALGN in Q3 2018 and held it in 1 quarter. The position peaked at $79K in Q3 2018. 633 funds tracked by Wall St. Rank hold ALGN as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Align Technology position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 201 Align Technology shares in Q4 2018, an estimated $79K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Align Technology in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Align Technology position peaked at $79K in Q3 2018.
  • 633 funds tracked by Wall St. Rank held Align Technology as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.