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Amplius Wealth Advisors’s Alphatec Holdings ATEC Stock Holding History

Amplius Wealth Advisors’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
Q1 		– Sell
-5,985
Closed -$68K – 225
2021
Q4 		$68K Buy
+5,985
New +$70.7K 0.01% 289

Other funds holding ATEC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Amplius Wealth Advisors's ATEC Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Alphatec Holdings (ATEC) in Q1 2022, closing a stake of 5,985 shares — an estimated $68K sold.

Amplius Wealth Advisors first reported a position in ATEC in Q4 2021 and held it in 1 quarter. The position peaked at $68K in Q4 2021. 162 funds tracked by Wall St. Rank hold ATEC as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Alphatec Holdings position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 5,985 Alphatec Holdings shares in Q1 2022, an estimated $68K.
  • Amplius Wealth Advisors first reported a position in Alphatec Holdings in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Alphatec Holdings position peaked at $68K in Q4 2021.
  • 162 funds tracked by Wall St. Rank held Alphatec Holdings as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.