Blue Chip Partners’s AtriCure ATRC Stock Holding History

Blue Chip Partners’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 Q4	–	Sell	-2,797	Closed	-$123K	–	179
2023 Q3	$123K	Hold	2,797	–	–	0.01%	165
2023 Q2	$138K	Hold	2,797	–	–	0.02%	168
2023 Q1	$116K	Hold	2,797	–	–	0.01%	168
2022 Q4	$124K	Hold	2,797	–	–	0.02%	162
2022 Q3	$109K	Hold	2,797	–	–	0.01%	154
2022 Q2	$114K	Hold	2,797	–	–	0.01%	155
2022 Q1	$184K	Hold	2,797	–	–	0.02%	138
2021 Q4	$194K	Hold	2,797	–	–	0.02%	138
2021 Q3	$195K	Hold	2,797	–	–	0.03%	129
2021 Q2	$222K	Hold	2,797	–	–	0.03%	116
2021 Q1	$183K	Hold	2,797	–	–	0.03%	126
2020 Q4	$156K	Hold	2,797	–	–	0.02%	123
2020 Q3	$112K	Hold	2,797	–	–	0.02%	128
2020 Q2	$126K	Buy	+2,797	New	+$122K	0.02%	123

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

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

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

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

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

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Blue Chip Partners's ATRC Position: Q4 2023 in Review

Blue Chip Partners sold out of AtriCure (ATRC) in Q4 2023, closing a stake of 2,797 shares — an estimated $123K sold.

Blue Chip Partners first reported a position in ATRC in Q2 2020 and held it in 14 quarters. The position peaked at $222K in Q2 2021. 233 funds tracked by Wall St. Rank hold ATRC as of Q4 2023.

Blue Chip Partners reported no remaining AtriCure position as of Q4 2023 after selling out during the quarter.
Blue Chip Partners sold 2,797 AtriCure shares in Q4 2023, an estimated $123K.
Blue Chip Partners first reported a position in AtriCure in Q2 2020 and held it in 14 quarters.
Blue Chip Partners's AtriCure position peaked at $222K in Q2 2021.
233 funds tracked by Wall St. Rank held AtriCure as of Q4 2023.

Based on Blue Chip Partners's 13F filing for Q4 2023, filed 5 Feb 2024.