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Gradient Investments’s Alphatec Holdings ATEC Stock Holding History

Gradient Investments’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 		– Sell
-1
Closed -$15 – 1277
2023
Q4 		$15 Hold
1
– – ﹤0.01% 1803
2023
Q3 		$13 Hold
1
– – ﹤0.01% 1782
2023
Q2 		$18 Buy
+1
New +$16 ﹤0.01% 1740

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

Gradient Investments's ATEC Position: Q1 2024 in Review

Gradient Investments sold out of Alphatec Holdings (ATEC) in Q1 2024, closing a stake of 1 share — an estimated $15 sold.

Gradient Investments first reported a position in ATEC in Q2 2023 and held it in 3 quarters. The position peaked at $18 in Q2 2023. 225 funds tracked by Wall St. Rank hold ATEC as of Q1 2024.

  • Gradient Investments reported no remaining Alphatec Holdings position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 1 Alphatec Holdings share in Q1 2024, an estimated $15.
  • Gradient Investments first reported a position in Alphatec Holdings in Q2 2023 and held it in 3 quarters.
  • Gradient Investments's Alphatec Holdings position peaked at $18 in Q2 2023.
  • 225 funds tracked by Wall St. Rank held Alphatec Holdings as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.