ZF
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Zhang Financial’s Align Technology ALGN Stock Holding History

Zhang Financial’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
2022
Q1 		– Sell
-323
Closed -$212K – 219
2021
Q4 		$212K Buy
323
+2
+0.6% +$1.29K 0.04% 195
2021
Q3 		$214K Buy
+321
New +$218K 0.05% 151
2021
Q2 		– Sell
-641
Closed -$347K – 144
2021
Q1 		$347K Hold
641
– – 0.09% 90
2020
Q4 		$343K Hold
641
– – 0.11% 77
2020
Q3 		$210K Sell
641
-546
-46% -$167K 0.08% 93
2020
Q2 		$326K Sell
1,187
-1,000
-46% -$225K 0.13% 68
2020
Q1 		$380K Hold
2,187
– – 0.17% 59
2019
Q4 		$610K Hold
2,187
– – 0.23% 51
2019
Q3 		$396K Sell
2,187
-100
-4% -$20.8K 0.17% 62
2019
Q2 		$626K Buy
+2,287
New +$691K 0.26% 52

Other funds holding ALGN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Zhang Financial's ALGN Position: Q1 2022 in Review

Zhang Financial sold out of Align Technology (ALGN) in Q1 2022, closing a stake of 323 shares — an estimated $212K sold.

Zhang Financial first reported a position in ALGN in Q2 2019 and held it in 10 quarters. The position peaked at $626K in Q2 2019. 863 funds tracked by Wall St. Rank hold ALGN as of Q1 2022.

  • Zhang Financial reported no remaining Align Technology position as of Q1 2022 after selling out during the quarter.
  • Zhang Financial sold 323 Align Technology shares in Q1 2022, an estimated $212K.
  • Zhang Financial first reported a position in Align Technology in Q2 2019 and held it in 10 quarters.
  • Zhang Financial's Align Technology position peaked at $626K in Q2 2019.
  • 863 funds tracked by Wall St. Rank held Align Technology as of Q1 2022.

Based on Zhang Financial's 13F filing for Q1 2022, filed 21 Apr 2022.