Allworth Financial’s AtriCure ATRC Stock Holding History

Allworth Financial’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
2026 Q1	$9.22K	Buy	323 +295	+1,054%	+$10.1K	﹤0.01%	3564
2025 Q4	$1.11K	Sell	28 -5	-15%	-$183	﹤0.01%	4328
2025 Q3	$1.16K	Buy	33 +23	+230%	+$792	﹤0.01%	4203
2025 Q2	$328	Buy	10 +4	+67%	+$130	﹤0.01%	4227
2025 Q1	$203	Buy	+6	New	+$223	﹤0.01%	3869
2024 Q4	–	Sell	-26	Closed	-$730	–	3947
2024 Q3	$730	Sell	26 -69	-73%	-$1.7K	﹤0.01%	3329
2024 Q2	$2.3K	Buy	95 +73	+332%	+$1.69K	﹤0.01%	2860
2024 Q1	$670	Hold	22	–	–	﹤0.01%	3201
2023 Q4	$786	Sell	22 -104	-83%	-$3.87K	﹤0.01%	3033
2023 Q3	$5.52K	Sell	126 -43	-25%	-$2.1K	﹤0.01%	2063
2023 Q2	$8.34K	Sell	169 -100	-37%	-$4.61K	﹤0.01%	1918
2023 Q1	$11.2K	Buy	+269	New	+$11.2K	﹤0.01%	1753
2022 Q2	–	Sell	-169	Closed	-$11K	–	2384
2022 Q1	$11K	Buy	+169	New	+$11K	﹤0.01%	1453

Other funds holding ATRC

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return