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Creative Financial Designs’s Alphatec Holdings ATEC Stock Holding History

Creative Financial Designs’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
2021
Q2 		– Sell
-200
Closed -$3K – 1401
2021
Q1 		$3K Hold
200
– – ﹤0.01% 1140
2020
Q4 		$3K Buy
+200
New +$2.11K ﹤0.01% 1061

Other funds holding ATEC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
Cerity Partners
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

Creative Financial Designs's ATEC Position: Q2 2021 in Review

Creative Financial Designs sold out of Alphatec Holdings (ATEC) in Q2 2021, closing a stake of 200 shares — an estimated $3K sold.

Creative Financial Designs first reported a position in ATEC in Q4 2020 and held it in 2 quarters. The position peaked at $3K in Q1 2021. 153 funds tracked by Wall St. Rank hold ATEC as of Q2 2021.

  • Creative Financial Designs reported no remaining Alphatec Holdings position as of Q2 2021 after selling out during the quarter.
  • Creative Financial Designs sold 200 Alphatec Holdings shares in Q2 2021, an estimated $3K.
  • Creative Financial Designs first reported a position in Alphatec Holdings in Q4 2020 and held it in 2 quarters.
  • Creative Financial Designs's Alphatec Holdings position peaked at $3K in Q1 2021.
  • 153 funds tracked by Wall St. Rank held Alphatec Holdings as of Q2 2021.

Based on Creative Financial Designs's 13F filing for Q2 2021, filed 27 Jul 2021.