NewEdge Advisors’s Alphatec Holdings ATEC Stock Holding History

NewEdge 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
2023 Q1	–	Sell	-2,285	Closed	-$6.2K	–	3456
2022 Q4	$6.2K	Buy	+2,285	New	+$23K	﹤0.01%	2522
2022 Q3	–	Sell	-93,001	Closed	-$608K	–	1534
2022 Q2	$608K	Buy	93,001 +13,744	+17%	+$127K	0.01%	894
2022 Q1	$911K	Buy	79,257 +11,350	+17%	+$123K	0.01%	668
2021 Q4	$776K	Buy	+67,907	New	+$802K	0.01%	860

Other funds holding ATEC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NewEdge Advisors's ATEC Position: Q1 2023 in Review

NewEdge Advisors sold out of Alphatec Holdings (ATEC) in Q1 2023, closing a stake of 2,285 shares — an estimated $6.2K sold.

NewEdge Advisors first reported a position in ATEC in Q4 2021 and held it in 4 quarters. The position peaked at $911K in Q1 2022. 184 funds tracked by Wall St. Rank hold ATEC as of Q1 2023.

NewEdge Advisors reported no remaining Alphatec Holdings position as of Q1 2023 after selling out during the quarter.
NewEdge Advisors sold 2,285 Alphatec Holdings shares in Q1 2023, an estimated $6.2K.
NewEdge Advisors first reported a position in Alphatec Holdings in Q4 2021 and held it in 4 quarters.
NewEdge Advisors's Alphatec Holdings position peaked at $911K in Q1 2022.
184 funds tracked by Wall St. Rank held Alphatec Holdings as of Q1 2023.

Based on NewEdge Advisors's 13F filing for Q1 2023, filed 12 May 2023.