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Capital Asset Advisory Services’s AtriCure ATRC Stock Holding History

Capital Asset Advisory Services’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
Q1 		– Sell
-103
Closed -$6K – 724
2020
Q4 		$6K Buy
+103
New +$4.45K ﹤0.01% 1207

Other funds holding ATRC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Asset Advisory Services's ATRC Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of AtriCure (ATRC) in Q1 2021, closing a stake of 103 shares — an estimated $6K sold.

Capital Asset Advisory Services first reported a position in ATRC in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 191 funds tracked by Wall St. Rank hold ATRC as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining AtriCure position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 103 AtriCure shares in Q1 2021, an estimated $6K.
  • Capital Asset Advisory Services first reported a position in AtriCure in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's AtriCure position peaked at $6K in Q4 2020.
  • 191 funds tracked by Wall St. Rank held AtriCure as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.