Advisornet Financial’s Alphatec Holdings ATEC Stock Holding History

Advisornet Financial’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 Q4	–	Sell	-6	Closed	-$78	–	2433
2023 Q3	$78	Buy	+6	New	+$94	﹤0.01%	2227

Other funds holding ATEC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FLAM

First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Advisornet Financial's ATEC Position: Q4 2023 in Review

Advisornet Financial sold out of Alphatec Holdings (ATEC) in Q4 2023, closing a stake of 6 shares — an estimated $78 sold.

Advisornet Financial first reported a position in ATEC in Q3 2023 and held it in 1 quarter. The position peaked at $78 in Q3 2023. 206 funds tracked by Wall St. Rank hold ATEC as of Q4 2023.

Advisornet Financial reported no remaining Alphatec Holdings position as of Q4 2023 after selling out during the quarter.
Advisornet Financial sold 6 Alphatec Holdings shares in Q4 2023, an estimated $78.
Advisornet Financial first reported a position in Alphatec Holdings in Q3 2023 and held it in 1 quarter.
Advisornet Financial's Alphatec Holdings position peaked at $78 in Q3 2023.
206 funds tracked by Wall St. Rank held Alphatec Holdings as of Q4 2023.

Based on Advisornet Financial's 13F filing for Q4 2023, filed 19 Jan 2024.