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Lloyd Advisory Services’s Alphatec Holdings ATEC Stock Holding History

Lloyd Advisory Services’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
Q4 		– Sell
-39,986
Closed -$519K – 153
2023
Q3 		$519K Buy
+39,986
New +$626K 0.17% 123

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Lloyd Advisory Services's ATEC Position: Q4 2023 in Review

Lloyd Advisory Services sold out of Alphatec Holdings (ATEC) in Q4 2023, closing a stake of 39,986 shares — an estimated $519K sold.

Lloyd Advisory Services first reported a position in ATEC in Q3 2023 and held it in 1 quarter. The position peaked at $519K in Q3 2023. 206 funds tracked by Wall St. Rank hold ATEC as of Q4 2023.

  • Lloyd Advisory Services reported no remaining Alphatec Holdings position as of Q4 2023 after selling out during the quarter.
  • Lloyd Advisory Services sold 39,986 Alphatec Holdings shares in Q4 2023, an estimated $519K.
  • Lloyd Advisory Services first reported a position in Alphatec Holdings in Q3 2023 and held it in 1 quarter.
  • Lloyd Advisory Services's Alphatec Holdings position peaked at $519K in Q3 2023.
  • 206 funds tracked by Wall St. Rank held Alphatec Holdings as of Q4 2023.

Based on Lloyd Advisory Services's 13F filing for Q4 2023, filed 13 Feb 2024.