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Money Concepts Capital’s Alphatec Holdings ATEC Stock Holding History

Money Concepts 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
2023
Q1 		– Sell
-1,315
Closed -$16.2K – 625
2022
Q4 		$16.2K Buy
+1,315
New +$13.3K ﹤0.01% 1782
2022
Q2 		– Sell
-1,315
Closed -$15K – 1508
2022
Q1 		$15K Buy
+1,315
New +$14.2K ﹤0.01% 1726

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

Money Concepts Capital's ATEC Position: Q1 2023 in Review

Money Concepts Capital sold out of Alphatec Holdings (ATEC) in Q1 2023, closing a stake of 1,315 shares — an estimated $16.2K sold.

Money Concepts Capital first reported a position in ATEC in Q1 2022 and held it in 2 quarters. The position peaked at $16.2K in Q4 2022. 184 funds tracked by Wall St. Rank hold ATEC as of Q1 2023.

  • Money Concepts Capital reported no remaining Alphatec Holdings position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 1,315 Alphatec Holdings shares in Q1 2023, an estimated $16.2K.
  • Money Concepts Capital first reported a position in Alphatec Holdings in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Alphatec Holdings position peaked at $16.2K in Q4 2022.
  • 184 funds tracked by Wall St. Rank held Alphatec Holdings as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.