Lindbrook Capital’s Alphatec Holdings ATEC Stock Holding History

Lindbrook Capital’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
2025 Q1	$9.22K	Sell	909 -54	-6%	-$580	﹤0.01%	1689
2024 Q4	$8.84K	Buy	963 +636	+194%	+$5.08K	﹤0.01%	1712
2024 Q3	$1.82K	Buy	327 +255	+354%	+$1.96K	﹤0.01%	2374
2024 Q2	$752	Buy	+72	New	+$838	﹤0.01%	2536
2023 Q1	–	Sell	-32	Closed	-$395	–	2787
2022 Q4	$395	Sell	32 -42	-57%	-$423	﹤0.01%	2631
2022 Q3	$1K	Buy	+74	New	+$585	﹤0.01%	2234
2020 Q1	–	Sell	-4,000	Closed	-$28K	–	1677
2019 Q4	$28K	Sell	4,000 -3,000	-43%	-$19.3K	0.01%	621
2019 Q3	$35K	Buy	7,000 +2,000	+40%	+$10.4K	0.01%	526
2019 Q2	$22K	Buy	5,000 +2,000	+67%	+$7.46K	0.01%	656
2019 Q1	$7K	Hold	3,000	–	–	﹤0.01%	982
2018 Q4	$6K	Buy	+3,000	New	+$8.45K	﹤0.01%	949

Other funds holding ATEC

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lindbrook Capital's ATEC Position: Q1 2025 in Review

Lindbrook Capital reduced its Alphatec Holdings (ATEC) stake by 5.6% in Q1 2025, selling an estimated $580 and leaving 909 shares worth $9.22K. The position accounts for ﹤0.01% of the portfolio, ranked #1689.

Lindbrook Capital first reported a position in ATEC in Q4 2018 and has held it in 11 quarters since. The position peaked at $35K in Q3 2019. 230 funds tracked by Wall St. Rank hold ATEC as of Q1 2025.

Lindbrook Capital held 909 shares of Alphatec Holdings worth $9.22K as of Q1 2025.
Lindbrook Capital sold 54 Alphatec Holdings shares in Q1 2025, an estimated $580.
Alphatec Holdings made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1689 holding.
Lindbrook Capital first reported a position in Alphatec Holdings in Q4 2018 and has held it in 11 quarters since.
Lindbrook Capital's Alphatec Holdings position peaked at $35K in Q3 2019.
230 funds tracked by Wall St. Rank held Alphatec Holdings as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.