Capstone Investment Advisors
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Capstone Investment Advisors’s AtriCure ATRC Stock Holding History

Capstone Investment 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
2023
Q4 		– Sell
-4,967
Closed -$218K – 2108
2023
Q3 		$218K Buy
+4,967
New +$242K ﹤0.01% 1772

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
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

Capstone Investment Advisors's ATRC Position: Q4 2023 in Review

Capstone Investment Advisors sold out of AtriCure (ATRC) in Q4 2023, closing a stake of 4,967 shares — an estimated $218K sold.

Capstone Investment Advisors first reported a position in ATRC in Q3 2023 and held it in 1 quarter. The position peaked at $218K in Q3 2023. 233 funds tracked by Wall St. Rank hold ATRC as of Q4 2023.

  • Capstone Investment Advisors reported no remaining AtriCure position as of Q4 2023 after selling out during the quarter.
  • Capstone Investment Advisors sold 4,967 AtriCure shares in Q4 2023, an estimated $218K.
  • Capstone Investment Advisors first reported a position in AtriCure in Q3 2023 and held it in 1 quarter.
  • Capstone Investment Advisors's AtriCure position peaked at $218K in Q3 2023.
  • 233 funds tracked by Wall St. Rank held AtriCure as of Q4 2023.

Based on Capstone Investment Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.