Confluence Wealth Services’s AtriCure ATRC Stock Holding History

Confluence Wealth Services’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
2022 Q1	–	Sell	-96	Closed	-$6K	–	313
2021 Q4	$6K	Buy	+96	New	+$6.98K	﹤0.01%	1010

Other funds holding ATRC

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

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

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

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

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

FLAM

First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Confluence Wealth Services's ATRC Position: Q1 2022 in Review

Confluence Wealth Services sold out of AtriCure (ATRC) in Q1 2022, closing a stake of 96 shares — an estimated $6K sold.

Confluence Wealth Services first reported a position in ATRC in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 217 funds tracked by Wall St. Rank hold ATRC as of Q1 2022.

Confluence Wealth Services reported no remaining AtriCure position as of Q1 2022 after selling out during the quarter.
Confluence Wealth Services sold 96 AtriCure shares in Q1 2022, an estimated $6K.
Confluence Wealth Services first reported a position in AtriCure in Q4 2021 and held it in 1 quarter.
Confluence Wealth Services's AtriCure position peaked at $6K in Q4 2021.
217 funds tracked by Wall St. Rank held AtriCure as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.