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Belpointe Asset Management’s AtriCure ATRC Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-108
Closed -$4.48K – 783
2023
Q1 		$4.48K Hold
108
– – ﹤0.01% 3056
2022
Q4 		$4.79K Buy
+108
New +$4.51K ﹤0.01% 2953

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
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Belpointe Asset Management's ATRC Position: Q2 2023 in Review

Belpointe Asset Management sold out of AtriCure (ATRC) in Q2 2023, closing a stake of 108 shares — an estimated $4.48K sold.

Belpointe Asset Management first reported a position in ATRC in Q4 2022 and held it in 2 quarters. The position peaked at $4.79K in Q4 2022. 223 funds tracked by Wall St. Rank hold ATRC as of Q2 2023.

  • Belpointe Asset Management reported no remaining AtriCure position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 108 AtriCure shares in Q2 2023, an estimated $4.48K.
  • Belpointe Asset Management first reported a position in AtriCure in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's AtriCure position peaked at $4.79K in Q4 2022.
  • 223 funds tracked by Wall St. Rank held AtriCure as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.