Concord Wealth Partners’s AtriCure ATRC Stock Holding History

Concord Wealth Partners’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
2021 Q1	–	Sell	-8	Closed	–	–	999
2020 Q4	$0	Buy	+8	New	+$346	﹤0.01%	682

Other funds holding ATRC

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

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

FAM

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

CIP

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

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

TCM

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

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

Concord Wealth Partners's ATRC Position: Q1 2021 in Review

Concord Wealth Partners sold out of AtriCure (ATRC) in Q1 2021, closing a stake of 8 shares.

Concord Wealth Partners first reported a position in ATRC in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 191 funds tracked by Wall St. Rank hold ATRC as of Q1 2021.

Concord Wealth Partners reported no remaining AtriCure position as of Q1 2021 after selling out during the quarter.
Concord Wealth Partners sold 8 AtriCure shares in Q1 2021.
Concord Wealth Partners first reported a position in AtriCure in Q4 2020 and held it in 1 quarter.
Concord Wealth Partners's AtriCure position peaked at $0 in Q4 2020.
191 funds tracked by Wall St. Rank held AtriCure as of Q1 2021.

Based on Concord Wealth Partners's 13F filing for Q1 2021, filed 13 May 2021.