Insight Folios’s Alphatec Holdings ATEC Stock Holding History

Insight Folios’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 Q2	–	Sell	-13,938	Closed	-$192K	–	116
2024 Q1	$192K	Buy	+13,938	New	+$207K	0.08%	117

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

FLAM

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Insight Folios's ATEC Position: Q2 2024 in Review

Insight Folios sold out of Alphatec Holdings (ATEC) in Q2 2024, closing a stake of 13,938 shares — an estimated $192K sold.

Insight Folios first reported a position in ATEC in Q1 2024 and held it in 1 quarter. The position peaked at $192K in Q1 2024. 218 funds tracked by Wall St. Rank hold ATEC as of Q2 2024.

Insight Folios reported no remaining Alphatec Holdings position as of Q2 2024 after selling out during the quarter.
Insight Folios sold 13,938 Alphatec Holdings shares in Q2 2024, an estimated $192K.
Insight Folios first reported a position in Alphatec Holdings in Q1 2024 and held it in 1 quarter.
Insight Folios's Alphatec Holdings position peaked at $192K in Q1 2024.
218 funds tracked by Wall St. Rank held Alphatec Holdings as of Q2 2024.

Based on Insight Folios's 13F filing for Q2 2024, filed 18 Jul 2024.