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Soltis Investment Advisors’s Alphatec Holdings ATEC Stock Holding History

Soltis Investment 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
2021
Q1 		– Sell
-15,000
Closed -$218K – 216
2020
Q4 		$218K Hold
15,000
– – 0.04% 202
2020
Q3 		$100K Buy
+15,000
New +$84.6K 0.02% 195

Other funds holding ATEC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Soltis Investment Advisors's ATEC Position: Q1 2021 in Review

Soltis Investment Advisors sold out of Alphatec Holdings (ATEC) in Q1 2021, closing a stake of 15,000 shares — an estimated $218K sold.

Soltis Investment Advisors first reported a position in ATEC in Q3 2020 and held it in 2 quarters. The position peaked at $218K in Q4 2020. 158 funds tracked by Wall St. Rank hold ATEC as of Q1 2021.

  • Soltis Investment Advisors reported no remaining Alphatec Holdings position as of Q1 2021 after selling out during the quarter.
  • Soltis Investment Advisors sold 15,000 Alphatec Holdings shares in Q1 2021, an estimated $218K.
  • Soltis Investment Advisors first reported a position in Alphatec Holdings in Q3 2020 and held it in 2 quarters.
  • Soltis Investment Advisors's Alphatec Holdings position peaked at $218K in Q4 2020.
  • 158 funds tracked by Wall St. Rank held Alphatec Holdings as of Q1 2021.

Based on Soltis Investment Advisors's 13F filing for Q1 2021, filed 11 May 2021.