Bank Julius Baer & Co
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Bank Julius Baer & Co’s Alphatec Holdings ATEC Stock Holding History

Bank Julius Baer & Co’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
2020
Q3 		– Sell
-367
Closed -$2K – 738
2020
Q2 		$2K Buy
367
+5
+1% +$22 ﹤0.01% 651
2020
Q1 		$1K Buy
+362
New +$2.08K ﹤0.01% 626

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Vanguard Group
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DCM
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ACM
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New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PGM
Parian Global Management Pound Ridge, New York $30.8M AUM 51.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank Julius Baer & Co's ATEC Position: Q3 2020 in Review

Bank Julius Baer & Co sold out of Alphatec Holdings (ATEC) in Q3 2020, closing a stake of 367 shares — an estimated $2K sold.

Bank Julius Baer & Co first reported a position in ATEC in Q1 2020 and held it in 2 quarters. The position peaked at $2K in Q2 2020. 101 funds tracked by Wall St. Rank hold ATEC as of Q3 2020.

  • Bank Julius Baer & Co reported no remaining Alphatec Holdings position as of Q3 2020 after selling out during the quarter.
  • Bank Julius Baer & Co sold 367 Alphatec Holdings shares in Q3 2020, an estimated $2K.
  • Bank Julius Baer & Co first reported a position in Alphatec Holdings in Q1 2020 and held it in 2 quarters.
  • Bank Julius Baer & Co's Alphatec Holdings position peaked at $2K in Q2 2020.
  • 101 funds tracked by Wall St. Rank held Alphatec Holdings as of Q3 2020.

Based on Bank Julius Baer & Co's 13F filing for Q3 2020, filed 10 Nov 2020.