J.W. Cole Advisors’s Alphatec Holdings ATEC Stock Holding History

J.W. Cole 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
2020 Q4	–	Sell	-20,330	Closed	-$135K	–	647
2020 Q3	$135K	Buy	+20,330	New	+$115K	0.01%	707

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

APM

Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return

NCGI

Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return

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

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

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

J.W. Cole Advisors's ATEC Position: Q4 2020 in Review

J.W. Cole Advisors sold out of Alphatec Holdings (ATEC) in Q4 2020, closing a stake of 20,330 shares — an estimated $135K sold.

J.W. Cole Advisors first reported a position in ATEC in Q3 2020 and held it in 1 quarter. The position peaked at $135K in Q3 2020. 149 funds tracked by Wall St. Rank hold ATEC as of Q4 2020.

J.W. Cole Advisors reported no remaining Alphatec Holdings position as of Q4 2020 after selling out during the quarter.
J.W. Cole Advisors sold 20,330 Alphatec Holdings shares in Q4 2020, an estimated $135K.
J.W. Cole Advisors first reported a position in Alphatec Holdings in Q3 2020 and held it in 1 quarter.
J.W. Cole Advisors's Alphatec Holdings position peaked at $135K in Q3 2020.
149 funds tracked by Wall St. Rank held Alphatec Holdings as of Q4 2020.

Based on J.W. Cole Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.