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Kula Investments’s Alphatec Holdings ATEC Stock Holding History

Kula 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
2023
Q1 		$334K Sell
21,441
-1,421
-6% -$20.1K 0.08% 430
2022
Q4 		$282K Buy
+22,862
New +$230K 0.08% 408

Other funds holding ATEC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kula Investments's ATEC Position: Q1 2023 in Review

Kula Investments reduced its Alphatec Holdings (ATEC) stake by 6.2% in Q1 2023, selling an estimated $20.1K and leaving 21,441 shares worth $334K. The position accounts for 0.08% of the portfolio, ranked #430.

Kula Investments first reported a position in ATEC in Q4 2022 and has held it in 2 quarters since. 184 funds tracked by Wall St. Rank hold ATEC as of Q1 2023.

  • Kula Investments held 21,441 shares of Alphatec Holdings worth $334K as of Q1 2023.
  • Kula Investments sold 1,421 Alphatec Holdings shares in Q1 2023, an estimated $20.1K.
  • Alphatec Holdings made up 0.08% of Kula Investments's portfolio in Q1 2023, its #430 holding.
  • Kula Investments first reported a position in Alphatec Holdings in Q4 2022 and has held it in 2 quarters since.
  • 184 funds tracked by Wall St. Rank held Alphatec Holdings as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.