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Cetera Advisors’s Alphatec Holdings ATEC Stock Holding History

Cetera 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
Q1 		$175K Buy
12,720
+1,720
+16% +$25.5K ﹤0.01% 2249
2023
Q4 		$166K Sell
11,000
-20
-0.2% -$239 ﹤0.01% 1671
2023
Q3 		$143K Buy
+11,020
New +$173K ﹤0.01% 1572

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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cetera Advisors's ATEC Position: Q1 2024 in Review

Cetera Advisors increased its Alphatec Holdings (ATEC) stake by 16% in Q1 2024, buying an estimated $25.5K and bringing the position to 12,720 shares worth $175K. The position accounts for ﹤0.01% of the portfolio, ranked #2249.

Cetera Advisors first reported a position in ATEC in Q3 2023 and has held it in 3 quarters since. 225 funds tracked by Wall St. Rank hold ATEC as of Q1 2024.

  • Cetera Advisors held 12,720 shares of Alphatec Holdings worth $175K as of Q1 2024.
  • Cetera Advisors bought 1,720 Alphatec Holdings shares in Q1 2024, an estimated $25.5K.
  • Alphatec Holdings made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #2249 holding.
  • Cetera Advisors first reported a position in Alphatec Holdings in Q3 2023 and has held it in 3 quarters since.
  • 225 funds tracked by Wall St. Rank held Alphatec Holdings as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.