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MCF Advisors’s Alphatec Holdings ATEC Stock Holding History

MCF 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 		$30.4K Hold
2,790
– – ﹤0.01% 712
2025
Q4 		$58.7K Buy
2,790
+155
+6% +$2.87K ﹤0.01% 484
2025
Q3 		$38.3K Buy
2,635
+200
+8% +$2.78K ﹤0.01% 466
2025
Q2 		$27K Buy
2,435
+500
+26% +$5.74K ﹤0.01% 497
2025
Q1 		$19.6K Buy
1,935
+789
+69% +$8.47K ﹤0.01% 554
2024
Q4 		$10.5K Buy
1,146
+65
+6% +$519 ﹤0.01% 651
2024
Q3 		$6.01K Sell
1,081
-721
-40% -$5.54K ﹤0.01% 720
2024
Q2 		$18.8K Sell
1,802
-111
-6% -$1.29K ﹤0.01% 551
2024
Q1 		$26.4K Sell
1,913
-529
-22% -$7.84K ﹤0.01% 483
2023
Q4 		$36.9K Hold
2,442
– – ﹤0.01% 416
2023
Q3 		$31.7K Buy
2,442
+181
+8% +$2.83K ﹤0.01% 419
2023
Q2 		$40.7K Sell
2,261
-475
-17% -$7.4K ﹤0.01% 386
2023
Q1 		$42.7K Sell
2,736
-255
-9% -$3.6K ﹤0.01% 376
2022
Q4 		$36.9K Buy
2,991
+475
+19% +$4.79K ﹤0.01% 379
2022
Q3 		$22K Buy
+2,516
New +$19.9K ﹤0.01% 442

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