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Wright Investors Service’s Align Technology ALGN Stock Holding History

Wright Investors Service’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
2021
Q4 		– Sell
-1,047
Closed -$697K – 143
2021
Q3 		$697K Sell
1,047
-233
-18% -$158K 0.2% 111
2021
Q2 		$782K Buy
1,280
+20
+2% +$11.8K 0.21% 113
2021
Q1 		$682K Buy
+1,260
New +$697K 0.21% 119
2014
Q4 		– Sell
-3,932
Closed -$203K – 216
2014
Q3 		$203K Buy
+3,932
New +$214K 0.1% 194

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Wright Investors Service's ALGN Position: Q4 2021 in Review

Wright Investors Service sold out of Align Technology (ALGN) in Q4 2021, closing a stake of 1,047 shares — an estimated $697K sold.

Wright Investors Service first reported a position in ALGN in Q3 2014 and held it in 4 quarters. The position peaked at $782K in Q2 2021. 931 funds tracked by Wall St. Rank hold ALGN as of Q4 2021.

  • Wright Investors Service reported no remaining Align Technology position as of Q4 2021 after selling out during the quarter.
  • Wright Investors Service sold 1,047 Align Technology shares in Q4 2021, an estimated $697K.
  • Wright Investors Service first reported a position in Align Technology in Q3 2014 and held it in 4 quarters.
  • Wright Investors Service's Align Technology position peaked at $782K in Q2 2021.
  • 931 funds tracked by Wall St. Rank held Align Technology as of Q4 2021.

Based on Wright Investors Service's 13F filing for Q4 2021, filed 27 Jan 2022.