BerganKDV Wealth Management’s Alphatec Holdings ATEC Stock Holding History

BerganKDV Wealth Management’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
2023 Q2	$89.9K	Buy	+5,000	New	+$77.9K	0.01%	310

Other funds holding ATEC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

FLAM

First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

NCGI

Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return

BerganKDV Wealth Management's ATEC Position: Q2 2023 in Review

BerganKDV Wealth Management opened a new position in Alphatec Holdings (ATEC) in Q2 2023: 5,000 shares worth $89.9K. The stake represents 0.01% of the portfolio and ranks #310 among its holdings.

209 funds tracked by Wall St. Rank hold ATEC as of Q2 2023.

BerganKDV Wealth Management held 5,000 shares of Alphatec Holdings worth $89.9K as of Q2 2023.
Alphatec Holdings was a new BerganKDV Wealth Management position in Q2 2023.
Alphatec Holdings made up 0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #310 holding.
209 funds tracked by Wall St. Rank held Alphatec Holdings as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.