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Clearstead Advisors’s AtriCure ATRC Stock Holding History

Clearstead 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
2026
Q1 		– Sell
-3
Closed -$119 – 2295
2025
Q4 		$119 Sell
3
-45
-94% -$1.65K ﹤0.01% 2493
2025
Q3 		$1.69K Sell
48
-240
-83% -$8.27K ﹤0.01% 2498
2025
Q2 		$9.44K Buy
288
+20
+7% +$650 ﹤0.01% 1910
2025
Q1 		$8.65K Buy
268
+81
+43% +$3.01K ﹤0.01% 1642
2024
Q4 		$5.71K Hold
187
– – ﹤0.01% 1691
2024
Q3 		$5.24K Sell
187
-362
-66% -$8.92K ﹤0.01% 1703
2024
Q2 		$12.5K Buy
+549
New +$12.7K ﹤0.01% 1499
2021
Q4 		– Sell
-326
Closed -$23K – 1277
2021
Q3 		$23K Buy
+326
New +$25.1K ﹤0.01% 762

Other funds holding ATRC

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return