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Opal Wealth Advisors’s Alphatec Holdings ATEC Stock Holding History

Opal Wealth 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
2024
Q3 		– Sell
-628
Closed -$6.56K – 260
2024
Q2 		$6.56K Buy
+628
New +$7.31K ﹤0.01% 741

Other funds holding ATEC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B 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
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Opal Wealth Advisors's ATEC Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Alphatec Holdings (ATEC) in Q3 2024, closing a stake of 628 shares — an estimated $6.56K sold.

Opal Wealth Advisors first reported a position in ATEC in Q2 2024 and held it in 1 quarter. The position peaked at $6.56K in Q2 2024. 216 funds tracked by Wall St. Rank hold ATEC as of Q3 2024.

  • Opal Wealth Advisors reported no remaining Alphatec Holdings position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 628 Alphatec Holdings shares in Q3 2024, an estimated $6.56K.
  • Opal Wealth Advisors first reported a position in Alphatec Holdings in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's Alphatec Holdings position peaked at $6.56K in Q2 2024.
  • 216 funds tracked by Wall St. Rank held Alphatec Holdings as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.