BerganKDV Wealth Management’s AtriCure ATRC Stock Holding History

BerganKDV 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
2023 Q2	$148K	Buy	+3,000	New	+$138K	0.01%	252
2020 Q2	–	Sell	-10,000	Closed	-$336K	–	956
2020 Q1	$336K	Hold	10,000	–	–	0.07%	167
2019 Q4	$325K	Hold	10,000	–	–	0.06%	187
2019 Q3	$249K	Hold	10,000	–	–	0.05%	183
2019 Q2	$298K	Hold	10,000	–	–	0.06%	174
2019 Q1	$268K	Buy	+10,000	New	+$304K	0.05%	173

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BerganKDV Wealth Management's ATRC Position: Q2 2023 in Review

BerganKDV Wealth Management opened a new position in AtriCure (ATRC) in Q2 2023: 3,000 shares worth $148K. The stake represents 0.01% of the portfolio and ranks #252 among its holdings. This is a return to the name: BerganKDV Wealth Management previously reported a position in ATRC as recently as Q1 2020.

BerganKDV Wealth Management first reported a position in ATRC in Q1 2019 and has held it in 6 quarters since. The position peaked at $336K in Q1 2020. 223 funds tracked by Wall St. Rank hold ATRC as of Q2 2023.

BerganKDV Wealth Management held 3,000 shares of AtriCure worth $148K as of Q2 2023.
AtriCure was a new BerganKDV Wealth Management position in Q2 2023.
AtriCure made up 0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #252 holding.
BerganKDV Wealth Management first reported a position in AtriCure in Q1 2019 and has held it in 6 quarters since.
BerganKDV Wealth Management's AtriCure position peaked at $336K in Q1 2020.
223 funds tracked by Wall St. Rank held AtriCure as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.