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Householder Group Estate & Retirement Specialist’s Alphatec Holdings ATEC Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		– Sell
-335
Closed -$4.34K – 1121
2023
Q3 		$4.34K Buy
+335
New +$5.25K ﹤0.01% 964

Other funds holding ATEC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's ATEC Position: Q4 2023 in Review

Householder Group Estate & Retirement Specialist sold out of Alphatec Holdings (ATEC) in Q4 2023, closing a stake of 335 shares — an estimated $4.34K sold.

Householder Group Estate & Retirement Specialist first reported a position in ATEC in Q3 2023 and held it in 1 quarter. The position peaked at $4.34K in Q3 2023. 206 funds tracked by Wall St. Rank hold ATEC as of Q4 2023.

  • Householder Group Estate & Retirement Specialist reported no remaining Alphatec Holdings position as of Q4 2023 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 335 Alphatec Holdings shares in Q4 2023, an estimated $4.34K.
  • Householder Group Estate & Retirement Specialist first reported a position in Alphatec Holdings in Q3 2023 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's Alphatec Holdings position peaked at $4.34K in Q3 2023.
  • 206 funds tracked by Wall St. Rank held Alphatec Holdings as of Q4 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2023, filed 23 Jan 2024.