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Bell Investment Advisors’s Alphatec Holdings ATEC Stock Holding History

Bell Investment 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
2024
Q3 		– Sell
-66
Closed -$690 – 1889
2024
Q2 		$690 Hold
66
– – ﹤0.01% 1711
2024
Q1 		$911 Hold
66
– – ﹤0.01% 1630
2023
Q4 		$998 Hold
66
– – ﹤0.01% 1593
2023
Q3 		$857 Hold
66
– – ﹤0.01% 1623
2023
Q2 		$1.19K Hold
66
– – ﹤0.01% 1537
2023
Q1 		$1.03K Hold
66
– – ﹤0.01% 1562
2022
Q4 		$815 Hold
66
– – ﹤0.01% 1642
2022
Q3 		$1K Buy
+66
New +$522 ﹤0.01% 1310

Other funds holding ATEC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bell Investment Advisors's ATEC Position: Q3 2024 in Review

Bell Investment Advisors sold out of Alphatec Holdings (ATEC) in Q3 2024, closing a stake of 66 shares — an estimated $690 sold.

Bell Investment Advisors first reported a position in ATEC in Q3 2022 and held it in 8 quarters. The position peaked at $1.19K in Q2 2023. 216 funds tracked by Wall St. Rank hold ATEC as of Q3 2024.

  • Bell Investment Advisors reported no remaining Alphatec Holdings position as of Q3 2024 after selling out during the quarter.
  • Bell Investment Advisors sold 66 Alphatec Holdings shares in Q3 2024, an estimated $690.
  • Bell Investment Advisors first reported a position in Alphatec Holdings in Q3 2022 and held it in 8 quarters.
  • Bell Investment Advisors's Alphatec Holdings position peaked at $1.19K in Q2 2023.
  • 216 funds tracked by Wall St. Rank held Alphatec Holdings as of Q3 2024.

Based on Bell Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.