Congress Asset Management’s AtriCure ATRC Stock Holding History

Congress Asset Management’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 Q3	–	Sell	-110,094	Closed	-$5.43M	–	375
2023 Q2	$5.43M	Buy	110,094 +10,649	+11%	+$491K	0.05%	213
2023 Q1	$4.12M	Buy	99,445 +9,924	+11%	+$412K	0.04%	234
2022 Q4	$3.97M	Buy	89,521 +719	+0.8%	+$30K	0.04%	231
2022 Q3	$3.47M	Buy	88,802 +31,465	+55%	+$1.44M	0.04%	228
2022 Q2	$2.34M	Buy	57,337 +924	+2%	+$43.8K	0.02%	266
2022 Q1	$3.71M	Buy	+56,413	New	+$3.66M	0.03%	251

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

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

FAM

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

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

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

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

Congress Asset Management's ATRC Position: Q3 2023 in Review

Congress Asset Management sold out of AtriCure (ATRC) in Q3 2023, closing a stake of 110,094 shares — an estimated $5.43M sold.

Congress Asset Management first reported a position in ATRC in Q1 2022 and held it in 6 quarters. The position peaked at $5.43M in Q2 2023. 230 funds tracked by Wall St. Rank hold ATRC as of Q3 2023.

Congress Asset Management reported no remaining AtriCure position as of Q3 2023 after selling out during the quarter.
Congress Asset Management sold 110,094 AtriCure shares in Q3 2023, an estimated $5.43M.
Congress Asset Management first reported a position in AtriCure in Q1 2022 and held it in 6 quarters.
Congress Asset Management's AtriCure position peaked at $5.43M in Q2 2023.
230 funds tracked by Wall St. Rank held AtriCure as of Q3 2023.

Based on Congress Asset Management's 13F filing for Q3 2023, filed 1 Nov 2023.