Carolinas Wealth Consulting’s AtriCure ATRC Stock Holding History

Carolinas Wealth Consulting’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
2020 Q4	–	Sell	-18	Closed	-$1K	–	875
2020 Q3	$1K	Buy	+18	New	+$763	﹤0.01%	790

Other funds holding ATRC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Carolinas Wealth Consulting's ATRC Position: Q4 2020 in Review

Carolinas Wealth Consulting sold out of AtriCure (ATRC) in Q4 2020, closing a stake of 18 shares — an estimated $1K sold.

Carolinas Wealth Consulting first reported a position in ATRC in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 198 funds tracked by Wall St. Rank hold ATRC as of Q4 2020.

Carolinas Wealth Consulting reported no remaining AtriCure position as of Q4 2020 after selling out during the quarter.
Carolinas Wealth Consulting sold 18 AtriCure shares in Q4 2020, an estimated $1K.
Carolinas Wealth Consulting first reported a position in AtriCure in Q3 2020 and held it in 1 quarter.
Carolinas Wealth Consulting's AtriCure position peaked at $1K in Q3 2020.
198 funds tracked by Wall St. Rank held AtriCure as of Q4 2020.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2020, filed 16 Feb 2021.