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Capital Performance Advisors’s AtriCure ATRC Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-130
Closed -$3.65K – 389
2024
Q3 		$3.65K Buy
+130
New +$3.2K ﹤0.01% 1260

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
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Macquarie Group
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Capital Performance Advisors's ATRC Position: Q4 2024 in Review

Capital Performance Advisors sold out of AtriCure (ATRC) in Q4 2024, closing a stake of 130 shares — an estimated $3.65K sold.

Capital Performance Advisors first reported a position in ATRC in Q3 2024 and held it in 1 quarter. The position peaked at $3.65K in Q3 2024. 213 funds tracked by Wall St. Rank hold ATRC as of Q4 2024.

  • Capital Performance Advisors reported no remaining AtriCure position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 130 AtriCure shares in Q4 2024, an estimated $3.65K.
  • Capital Performance Advisors first reported a position in AtriCure in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's AtriCure position peaked at $3.65K in Q3 2024.
  • 213 funds tracked by Wall St. Rank held AtriCure as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.