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Berman Capital Advisors’s AtriCure ATRC Stock Holding History

Berman Capital 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
2021
Q3 		$0 Buy
+4
New +$308 ﹤0.01% 2060
2019
Q4 		– Sell
-58
Closed -$1K – 1457
2019
Q3 		$1K Hold
58
– – ﹤0.01% 1282
2019
Q2 		$1K Buy
+58
New +$1.69K ﹤0.01% 1298

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
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berman Capital Advisors's ATRC Position: Q3 2021 in Review

Berman Capital Advisors opened a new position in AtriCure (ATRC) in Q3 2021: 4 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #2060 among its holdings. This is a return to the name: Berman Capital Advisors previously reported a position in ATRC as recently as Q3 2019.

Berman Capital Advisors first reported a position in ATRC in Q2 2019 and has held it in 3 quarters since. The position peaked at $1K in Q3 2019. 213 funds tracked by Wall St. Rank hold ATRC as of Q3 2021.

  • Berman Capital Advisors held 4 shares of AtriCure worth $0 as of Q3 2021.
  • AtriCure was a new Berman Capital Advisors position in Q3 2021.
  • AtriCure made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #2060 holding.
  • Berman Capital Advisors first reported a position in AtriCure in Q2 2019 and has held it in 3 quarters since.
  • Berman Capital Advisors's AtriCure position peaked at $1K in Q3 2019.
  • 213 funds tracked by Wall St. Rank held AtriCure as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.