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Almanack Investment Partners’s Alphatec Holdings ATEC Stock Holding History

Almanack Investment Partners’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
2022
Q4 		– Sell
-2,135
Closed -$19K – 247
2022
Q3 		$19K Buy
+2,135
New +$16.9K ﹤0.01% 380

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FLAM
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Millennium Management
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NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Almanack Investment Partners's ATEC Position: Q4 2022 in Review

Almanack Investment Partners sold out of Alphatec Holdings (ATEC) in Q4 2022, closing a stake of 2,135 shares — an estimated $19K sold.

Almanack Investment Partners first reported a position in ATEC in Q3 2022 and held it in 1 quarter. The position peaked at $19K in Q3 2022. 182 funds tracked by Wall St. Rank hold ATEC as of Q4 2022.

  • Almanack Investment Partners reported no remaining Alphatec Holdings position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 2,135 Alphatec Holdings shares in Q4 2022, an estimated $19K.
  • Almanack Investment Partners first reported a position in Alphatec Holdings in Q3 2022 and held it in 1 quarter.
  • Almanack Investment Partners's Alphatec Holdings position peaked at $19K in Q3 2022.
  • 182 funds tracked by Wall St. Rank held Alphatec Holdings as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.