CM Wealth Advisors’s AtriCure ATRC Stock Holding History

CM Wealth 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 Q2	–	Sell	-9,924	Closed	-$419K	–	178
2023 Q1	$419K	Buy	+9,924	New	+$412K	0.08%	275

Other funds holding ATRC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

FLAM

First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

CM Wealth Advisors's ATRC Position: Q2 2023 in Review

CM Wealth Advisors sold out of AtriCure (ATRC) in Q2 2023, closing a stake of 9,924 shares — an estimated $419K sold.

CM Wealth Advisors first reported a position in ATRC in Q1 2023 and held it in 1 quarter. The position peaked at $419K in Q1 2023. 223 funds tracked by Wall St. Rank hold ATRC as of Q2 2023.

CM Wealth Advisors reported no remaining AtriCure position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 9,924 AtriCure shares in Q2 2023, an estimated $419K.
CM Wealth Advisors first reported a position in AtriCure in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's AtriCure position peaked at $419K in Q1 2023.
223 funds tracked by Wall St. Rank held AtriCure as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.