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JFS Wealth Advisors’s Alphatec Holdings ATEC Stock Holding History

JFS Wealth 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
2024
Q2 		– Sell
-17
Closed -$235 – 1985
2024
Q1 		$235 Hold
17
– – ﹤0.01% 1883
2023
Q4 		$257 Hold
17
– – ﹤0.01% 1878
2023
Q3 		$221 Buy
+17
New +$266 ﹤0.01% 1854

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
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
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

JFS Wealth Advisors's ATEC Position: Q2 2024 in Review

JFS Wealth Advisors sold out of Alphatec Holdings (ATEC) in Q2 2024, closing a stake of 17 shares — an estimated $235 sold.

JFS Wealth Advisors first reported a position in ATEC in Q3 2023 and held it in 3 quarters. The position peaked at $257 in Q4 2023. 218 funds tracked by Wall St. Rank hold ATEC as of Q2 2024.

  • JFS Wealth Advisors reported no remaining Alphatec Holdings position as of Q2 2024 after selling out during the quarter.
  • JFS Wealth Advisors sold 17 Alphatec Holdings shares in Q2 2024, an estimated $235.
  • JFS Wealth Advisors first reported a position in Alphatec Holdings in Q3 2023 and held it in 3 quarters.
  • JFS Wealth Advisors's Alphatec Holdings position peaked at $257 in Q4 2023.
  • 218 funds tracked by Wall St. Rank held Alphatec Holdings as of Q2 2024.

Based on JFS Wealth Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.