WWM
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Willingdon Wealth Management’s Align Technology ALGN Stock Holding History

Willingdon 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
2020
Q1 		$4K Sell
25
-30
-55% -$7.18K ﹤0.01% 235
2019
Q4 		$15K Hold
55
– – ﹤0.01% 228
2019
Q3 		$10K Hold
55
– – ﹤0.01% 237
2019
Q2 		$15K Sell
55
-25
-31% -$7.55K ﹤0.01% 215
2019
Q1 		$23K Sell
80
-170
-68% -$40.6K 0.01% 214
2018
Q4 		$52K Buy
250
+75
+43% +$18.9K 0.02% 175
2018
Q3 		$68K Sell
175
-5
-3% -$1.84K 0.02% 186
2018
Q2 		$62K Hold
180
– – 0.02% 176
2018
Q1 		$45K Sell
180
-125
-41% -$32.1K 0.01% 165
2017
Q4 		$68K Hold
305
– – 0.02% 148
2017
Q3 		$57K Buy
+305
New +$52.2K 0.02% 151

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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return