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Accurate Wealth Management’s Alphatec Holdings ATEC Stock Holding History

Accurate Wealth Management’s Portfolio ATEC Stock Details ATEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-50
Closed -$598 – 328
2022
Q4 		$598 Buy
+50
New +$504 ﹤0.01% 1461

Other funds holding ATEC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Accurate Wealth Management's ATEC Position: Q1 2023 in Review

Accurate Wealth Management sold out of Alphatec Holdings (ATEC) in Q1 2023, closing a stake of 50 shares — an estimated $598 sold.

Accurate Wealth Management first reported a position in ATEC in Q4 2022 and held it in 1 quarter. The position peaked at $598 in Q4 2022. 184 funds tracked by Wall St. Rank hold ATEC as of Q1 2023.

  • Accurate Wealth Management reported no remaining Alphatec Holdings position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 50 Alphatec Holdings shares in Q1 2023, an estimated $598.
  • Accurate Wealth Management first reported a position in Alphatec Holdings in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Alphatec Holdings position peaked at $598 in Q4 2022.
  • 184 funds tracked by Wall St. Rank held Alphatec Holdings as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.