AWM
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Avior Wealth Management’s AtriCure ATRC Stock Holding History

Avior Wealth Management’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
2024
Q2 		– Sell
-330
Closed -$10K – 2378
2024
Q1 		$10K Buy
+330
New +$11.1K ﹤0.01% 1868

Other funds holding ATRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Avior Wealth Management's ATRC Position: Q2 2024 in Review

Avior Wealth Management sold out of AtriCure (ATRC) in Q2 2024, closing a stake of 330 shares — an estimated $10K sold.

Avior Wealth Management first reported a position in ATRC in Q1 2024 and held it in 1 quarter. The position peaked at $10K in Q1 2024. 197 funds tracked by Wall St. Rank hold ATRC as of Q2 2024.

  • Avior Wealth Management reported no remaining AtriCure position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 330 AtriCure shares in Q2 2024, an estimated $10K.
  • Avior Wealth Management first reported a position in AtriCure in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's AtriCure position peaked at $10K in Q1 2024.
  • 197 funds tracked by Wall St. Rank held AtriCure as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.