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Advisor Group’s AtriCure ATRC Stock Holding History

Advisor Group’s Portfolio ATRC Stock Details ATRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$33K Buy
1,020
+121
+13% +$3.44K ﹤0.01% 3671
2019
Q3 		$22K Sell
899
-90
-9% -$2.57K ﹤0.01% 3889
2019
Q2 		$29K Buy
989
+198
+25% +$5.78K ﹤0.01% 3720
2019
Q1 		$22K Buy
791
+545
+222% +$16.6K ﹤0.01% 3925
2018
Q4 		$8K Buy
+246
New +$7.66K ﹤0.01% 4301
2017
Q3 		– Sell
-850
Closed -$21K – 4828
2017
Q2 		$21K Buy
850
+600
+240% +$12.8K ﹤0.01% 3467
2017
Q1 		$5K Hold
250
– – ﹤0.01% 4094
2016
Q4 		$5K Buy
+250
New +$4.53K ﹤0.01% 3914
2016
Q3 		– Sell
-92
Closed -$1K – 4464
2016
Q2 		$1K Buy
+92
New +$1.4K ﹤0.01% 4199

Other funds holding ATRC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TA
Tamarack Advisers Carlsbad, California $2.12M AUM 58.09% 1-Year Est. Return

Advisor Group's ATRC Position: Q4 2019 in Review

Advisor Group increased its AtriCure (ATRC) stake by 13% in Q4 2019, buying an estimated $3.44K and bringing the position to 1,020 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #3671.

Advisor Group first reported a position in ATRC in Q2 2016 and has held it in 9 quarters since. 141 funds tracked by Wall St. Rank hold ATRC as of Q4 2019.

  • Advisor Group held 1,020 shares of AtriCure worth $33K as of Q4 2019.
  • Advisor Group bought 121 AtriCure shares in Q4 2019, an estimated $3.44K.
  • AtriCure made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3671 holding.
  • Advisor Group first reported a position in AtriCure in Q2 2016 and has held it in 9 quarters since.
  • 141 funds tracked by Wall St. Rank held AtriCure as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.