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Windsor Wealth Management’s Align Technology ALGN Stock Holding History

Windsor 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
2018
Q4 		– Sell
-570
Closed -$223K – 132
2018
Q3 		$223K Buy
+570
New +$210K 0.14% 123

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State Street
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Renaissance Technologies
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Wellington Management Group
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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

Windsor Wealth Management's ALGN Position: Q4 2018 in Review

Windsor Wealth Management sold out of Align Technology (ALGN) in Q4 2018, closing a stake of 570 shares — an estimated $223K sold.

Windsor Wealth Management first reported a position in ALGN in Q3 2018 and held it in 1 quarter. The position peaked at $223K in Q3 2018. 633 funds tracked by Wall St. Rank hold ALGN as of Q4 2018.

  • Windsor Wealth Management reported no remaining Align Technology position as of Q4 2018 after selling out during the quarter.
  • Windsor Wealth Management sold 570 Align Technology shares in Q4 2018, an estimated $223K.
  • Windsor Wealth Management first reported a position in Align Technology in Q3 2018 and held it in 1 quarter.
  • Windsor Wealth Management's Align Technology position peaked at $223K in Q3 2018.
  • 633 funds tracked by Wall St. Rank held Align Technology as of Q4 2018.

Based on Windsor Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.