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Wealth Advisory Solutions’s Alphatec Holdings ATEC Stock Holding History

Wealth Advisory Solutions’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
Q2 		– Sell
-71,300
Closed -$1.11M – 168
2021
Q1 		$1.11M Buy
+71,300
New +$1.12M 0.83% 31

Other funds holding ATEC

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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
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return

Wealth Advisory Solutions's ATEC Position: Q2 2021 in Review

Wealth Advisory Solutions sold out of Alphatec Holdings (ATEC) in Q2 2021, closing a stake of 71,300 shares — an estimated $1.11M sold.

Wealth Advisory Solutions first reported a position in ATEC in Q1 2021 and held it in 1 quarter. The position peaked at $1.11M in Q1 2021. 153 funds tracked by Wall St. Rank hold ATEC as of Q2 2021.

  • Wealth Advisory Solutions reported no remaining Alphatec Holdings position as of Q2 2021 after selling out during the quarter.
  • Wealth Advisory Solutions sold 71,300 Alphatec Holdings shares in Q2 2021, an estimated $1.11M.
  • Wealth Advisory Solutions first reported a position in Alphatec Holdings in Q1 2021 and held it in 1 quarter.
  • Wealth Advisory Solutions's Alphatec Holdings position peaked at $1.11M in Q1 2021.
  • 153 funds tracked by Wall St. Rank held Alphatec Holdings as of Q2 2021.

Based on Wealth Advisory Solutions's 13F filing for Q2 2021, filed 21 Jul 2021.