Lido Advisors
ATEC icon

Lido Advisors’s Alphatec Holdings ATEC Stock Holding History

Lido 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
2026
Q1 		$115K Buy
+10,612
New +$154K ﹤0.01% 1843
2025
Q1 		– Sell
-12,247
Closed -$112K – 1517
2024
Q4 		$112K Buy
12,247
+953
+8% +$7.61K ﹤0.01% 1437
2024
Q3 		$62.8K Sell
11,294
-1,936
-15% -$14.9K ﹤0.01% 1422
2024
Q2 		$138K Hold
13,230
– – ﹤0.01% 1323
2024
Q1 		$182K Sell
13,230
-1,416
-10% -$21K ﹤0.01% 1273
2023
Q4 		$221K Buy
14,646
+5
+0% +$60 ﹤0.01% 1172
2023
Q3 		$190K Hold
14,641
– – ﹤0.01% 1087
2023
Q2 		$263K Sell
14,641
-1,216
-8% -$18.9K ﹤0.01% 995
2023
Q1 		$247K Sell
15,857
-1,038
-6% -$14.7K ﹤0.01% 933
2022
Q4 		$209K Buy
16,895
+947
+6% +$9.54K ﹤0.01% 894
2022
Q3 		$139K Buy
15,948
+399
+3% +$3.16K ﹤0.01% 904
2022
Q2 		$101K Sell
15,549
-1,162
-7% -$10.7K ﹤0.01% 903
2022
Q1 		$192K Hold
16,711
– – ﹤0.01% 953
2021
Q4 		$191K Buy
16,711
+3,395
+25% +$40.1K ﹤0.01% 964
2021
Q3 		$162K Buy
+13,316
New +$186K ﹤0.01% 933

Other funds holding ATEC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return