Bank of Montreal
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Bank of Montreal’s AtriCure ATRC Stock Holding History

Bank of Montreal’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
Q4 		– Sell
-21,309
Closed -$600K – 3518
2024
Q3 		$600K Sell
21,309
-132
-0.6% -$3.25K ﹤0.01% 2293
2024
Q2 		$488K Buy
21,441
+831
+4% +$19.2K ﹤0.01% 2419
2024
Q1 		$628K Hold
20,610
– – ﹤0.01% 2283
2023
Q4 		$771K Sell
20,610
-89
-0.4% -$3.31K ﹤0.01% 2223
2023
Q3 		$994K Sell
20,699
-88
-0.4% -$4.29K ﹤0.01% 2066
2023
Q2 		$1.04M Sell
20,787
-1,848
-8% -$85.2K ﹤0.01% 2165
2023
Q1 		$953K Buy
22,635
+1,897
+9% +$78.7K ﹤0.01% 2073
2022
Q4 		$923K Sell
20,738
-3,943
-16% -$165K ﹤0.01% 2230
2022
Q3 		$1.07K Buy
24,681
+19,777
+403% +$905K ﹤0.01% 2134
2022
Q2 		$201 Buy
4,904
+126
+3% +$5.97K ﹤0.01% 3271
2022
Q1 		$311K Sell
4,778
-560
-10% -$36.3K ﹤0.01% 3163
2021
Q4 		$373K Buy
5,338
+623
+13% +$45.3K ﹤0.01% 2602
2021
Q3 		$330K Buy
4,715
+104
+2% +$8K ﹤0.01% 3081
2021
Q2 		$370K Sell
4,611
-2,231
-33% -$162K ﹤0.01% 2984
2021
Q1 		$455K Sell
6,842
-63,163
-90% -$3.89M ﹤0.01% 2700
2020
Q4 		$4.17M Sell
70,005
-11,042
-14% -$477K ﹤0.01% 1492
2020
Q3 		$3.21M Buy
81,047
+698
+0.9% +$29.6K ﹤0.01% 1445
2020
Q2 		$3.54M Buy
80,349
+5,990
+8% +$261K ﹤0.01% 1342
2020
Q1 		$2.45M Sell
74,359
-22,333
-23% -$803K ﹤0.01% 1334
2019
Q4 		$3.14M Buy
96,692
+52,888
+121% +$1.51M ﹤0.01% 1627
2019
Q3 		$1.09M Sell
43,804
-1,573
-3% -$44.9K ﹤0.01% 2027
2019
Q2 		$1.35M Sell
45,377
-528
-1% -$15.4K ﹤0.01% 1924
2019
Q1 		$1.23M Sell
45,905
-3,008
-6% -$91.4K ﹤0.01% 1938
2018
Q4 		$1.5M Buy
48,913
+289
+0.6% +$9K ﹤0.01% 1676
2018
Q3 		$1.7M Buy
48,624
+9,481
+24% +$300K ﹤0.01% 1762
2018
Q2 		$1.06M Sell
39,143
-2,747
-7% -$64.6K ﹤0.01% 1975
2018
Q1 		$860K Sell
41,890
-1,847
-4% -$33.4K ﹤0.01% 1986
2017
Q4 		$798K Buy
43,737
+34,967
+399% +$692K ﹤0.01% 2059
2017
Q3 		$196K Sell
8,770
-1,692
-16% -$38.3K ﹤0.01% 2675
2017
Q2 		$253K Hold
10,462
– – ﹤0.01% 2548
2017
Q1 		$200K Buy
10,462
+128
+1% +$2.24K ﹤0.01% 2469
2016
Q4 		$186K Buy
10,334
+9,852
+2,044% +$179K ﹤0.01% 2523
2016
Q3 		$8K Buy
+482
New +$7.41K ﹤0.01% 3596
2015
Q2 		– Sell
-13,638
Closed -$279K – 3927
2015
Q1 		$279K Sell
13,638
-1,413
-9% -$27.4K ﹤0.01% 2225
2014
Q4 		$300K Hold
15,051
– – ﹤0.01% 2299
2014
Q3 		$222K Sell
15,051
-600
-4% -$9.56K ﹤0.01% 2481
2014
Q2 		$288K Sell
15,651
-8,227
-34% -$137K ﹤0.01% 2362
2014
Q1 		$449K Sell
23,878
-7,604
-24% -$156K ﹤0.01% 2111
2013
Q4 		$588K Buy
31,482
+24,925
+380% +$362K ﹤0.01% 1728
2013
Q3 		$72K Buy
+6,557
New +$64.6K ﹤0.01% 2639

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
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Bank of Montreal's ATRC Position: Q4 2024 in Review

Bank of Montreal sold out of AtriCure (ATRC) in Q4 2024, closing a stake of 21,309 shares — an estimated $600K sold.

Bank of Montreal first reported a position in ATRC in Q3 2013 and held it in 40 quarters. The position peaked at $4.17M in Q4 2020. 213 funds tracked by Wall St. Rank hold ATRC as of Q4 2024.

  • Bank of Montreal reported no remaining AtriCure position as of Q4 2024 after selling out during the quarter.
  • Bank of Montreal sold 21,309 AtriCure shares in Q4 2024, an estimated $600K.
  • Bank of Montreal first reported a position in AtriCure in Q3 2013 and held it in 40 quarters.
  • Bank of Montreal's AtriCure position peaked at $4.17M in Q4 2020.
  • 213 funds tracked by Wall St. Rank held AtriCure as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.