Winning Points Advisors’s Alphatec Holdings ATEC Stock Holding History

Winning Points 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
2022 Q4	–	Sell	-45,300	Closed	-$393K	–	45
2022 Q3	$393K	Hold	45,300	–	–	0.48%	35
2022 Q2	$296K	Hold	45,300	–	–	0.33%	39
2022 Q1	$521K	Buy	+45,300	New	+$490K	0.4%	37
2021 Q4	–	Sell	-71,300	Closed	-$870K	–	70
2021 Q3	$870K	Buy	71,300 +1,300	+2%	+$18.1K	0.64%	32
2021 Q2	$1.07M	Sell	70,000 -1,300	-2%	-$20.1K	0.8%	29
2021 Q1	$1.11M	Hold	71,300	–	–	0.83%	31
2020 Q4	$1.03M	Hold	71,300	–	–	0.83%	29
2020 Q3	$473K	Hold	71,300	–	–	0.4%	38
2020 Q2	$339K	Sell	71,300 -50,000	-41%	-$221K	0.32%	38
2020 Q1	$420K	Hold	121,300	–	–	0.41%	40
2019 Q4	$860K	Hold	121,300	–	–	0.55%	37
2019 Q3	$624K	Buy	+121,300	New	+$631K	0.45%	42
2019 Q1	–	Sell	-15,000	Closed	-$33K	–	71
2018 Q4	$33K	Hold	15,000	–	–	0.03%	67
2018 Q3	$51K	Buy	+15,000	New	+$47.3K	0.04%	72

Other funds holding ATEC

BlackRock New York $5.72T AUM 30.48% 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

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

NCGI

Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Winning Points Advisors's ATEC Position: Q4 2022 in Review

Winning Points Advisors sold out of Alphatec Holdings (ATEC) in Q4 2022, closing a stake of 45,300 shares — an estimated $393K sold.

Winning Points Advisors first reported a position in ATEC in Q3 2018 and held it in 14 quarters. The position peaked at $1.11M in Q1 2021. 182 funds tracked by Wall St. Rank hold ATEC as of Q4 2022.

Winning Points Advisors reported no remaining Alphatec Holdings position as of Q4 2022 after selling out during the quarter.
Winning Points Advisors sold 45,300 Alphatec Holdings shares in Q4 2022, an estimated $393K.
Winning Points Advisors first reported a position in Alphatec Holdings in Q3 2018 and held it in 14 quarters.
Winning Points Advisors's Alphatec Holdings position peaked at $1.11M in Q1 2021.
182 funds tracked by Wall St. Rank held Alphatec Holdings as of Q4 2022.

Based on Winning Points Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.