Bell Investment Advisors’s AtriCure ATRC Stock Holding History

Bell Investment Advisors’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
2025 Q1	–	Sell	-29	Closed	-$887	–	1907
2024 Q4	$887	Sell	29 -22	-43%	-$708	﹤0.01%	1620
2024 Q3	$1.43K	Hold	51	–	–	﹤0.01%	1471
2024 Q2	$1.16K	Sell	51 -44	-46%	-$1.02K	﹤0.01%	1565
2024 Q1	$2.89K	Sell	95 -28	-23%	-$938	﹤0.01%	1193
2023 Q4	$4.39K	Buy	123 +3	+3%	+$112	﹤0.01%	951
2023 Q3	$5.26K	Buy	120 +47	+64%	+$2.29K	﹤0.01%	780
2023 Q2	$3.6K	Buy	73 +12	+20%	+$553	﹤0.01%	993
2023 Q1	$2.53K	Sell	61 -12	-16%	-$498	﹤0.01%	1129
2022 Q4	$3.24K	Sell	73 -15	-17%	-$627	﹤0.01%	1029
2022 Q3	$3K	Hold	88	–	–	﹤0.01%	871
2022 Q2	$4K	Buy	+88	New	+$4.17K	﹤0.01%	769
2021 Q4	$2K	Buy	+30	New	+$2.18K	﹤0.01%	1088

Other funds holding ATRC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

FLAM

First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Bell Investment Advisors's ATRC Position: Q1 2025 in Review

Bell Investment Advisors sold out of AtriCure (ATRC) in Q1 2025, closing a stake of 29 shares — an estimated $887 sold.

Bell Investment Advisors first reported a position in ATRC in Q4 2021 and held it in 12 quarters. The position peaked at $5.26K in Q3 2023. 221 funds tracked by Wall St. Rank hold ATRC as of Q1 2025.

Bell Investment Advisors reported no remaining AtriCure position as of Q1 2025 after selling out during the quarter.
Bell Investment Advisors sold 29 AtriCure shares in Q1 2025, an estimated $887.
Bell Investment Advisors first reported a position in AtriCure in Q4 2021 and held it in 12 quarters.
Bell Investment Advisors's AtriCure position peaked at $5.26K in Q3 2023.
221 funds tracked by Wall St. Rank held AtriCure as of Q1 2025.

Based on Bell Investment Advisors's 13F filing for Q1 2025, filed 16 May 2025.