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Beacon Pointe Wealth Advisors’s Alphatec Holdings ATEC Stock Holding History

Beacon Pointe 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
2019
Q2 		– Sell
-15,650
Closed -$41K – 265
2019
Q1 		$41K Hold
15,650
– – 0.01% 256
2018
Q4 		$36K Buy
+15,650
New +$44.1K 0.01% 217

Other funds holding ATEC

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Beacon Pointe Wealth Advisors's ATEC Position: Q2 2019 in Review

Beacon Pointe Wealth Advisors sold out of Alphatec Holdings (ATEC) in Q2 2019, closing a stake of 15,650 shares — an estimated $41K sold.

Beacon Pointe Wealth Advisors first reported a position in ATEC in Q4 2018 and held it in 2 quarters. The position peaked at $41K in Q1 2019. 63 funds tracked by Wall St. Rank hold ATEC as of Q2 2019.

  • Beacon Pointe Wealth Advisors reported no remaining Alphatec Holdings position as of Q2 2019 after selling out during the quarter.
  • Beacon Pointe Wealth Advisors sold 15,650 Alphatec Holdings shares in Q2 2019, an estimated $41K.
  • Beacon Pointe Wealth Advisors first reported a position in Alphatec Holdings in Q4 2018 and held it in 2 quarters.
  • Beacon Pointe Wealth Advisors's Alphatec Holdings position peaked at $41K in Q1 2019.
  • 63 funds tracked by Wall St. Rank held Alphatec Holdings as of Q2 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.