Delap Wealth Advisory’s AtriCure ATRC Stock Holding History

Delap Wealth Advisory’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
2024 Q4	–	Sell	-8,674	Closed	-$243K	–	76
2024 Q3	$243K	Buy	+8,674	New	+$214K	0.15%	56
2024 Q2	–	Sell	-8,708	Closed	-$265K	–	135
2024 Q1	$265K	Sell	8,708 -292	-3%	-$9.78K	0.11%	181
2023 Q4	$321K	Hold	9,000	–	–	0.15%	67
2023 Q3	$394K	Hold	9,000	–	–	0.38%	32
2023 Q2	$444K	Sell	9,000 -614	-6%	-$28.3K	0.44%	30
2023 Q1	$399K	Sell	9,614 -4,860	-34%	-$202K	0.41%	33
2022 Q4	$642K	Buy	+14,474	New	+$605K	0.67%	27

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

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

CIP

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

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

FLAM

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Delap Wealth Advisory's ATRC Position: Q4 2024 in Review

Delap Wealth Advisory sold out of AtriCure (ATRC) in Q4 2024, closing a stake of 8,674 shares — an estimated $243K sold.

Delap Wealth Advisory first reported a position in ATRC in Q4 2022 and held it in 7 quarters. The position peaked at $642K in Q4 2022. 213 funds tracked by Wall St. Rank hold ATRC as of Q4 2024.

Delap Wealth Advisory reported no remaining AtriCure position as of Q4 2024 after selling out during the quarter.
Delap Wealth Advisory sold 8,674 AtriCure shares in Q4 2024, an estimated $243K.
Delap Wealth Advisory first reported a position in AtriCure in Q4 2022 and held it in 7 quarters.
Delap Wealth Advisory's AtriCure position peaked at $642K in Q4 2022.
213 funds tracked by Wall St. Rank held AtriCure as of Q4 2024.

Based on Delap Wealth Advisory's 13F filing for Q4 2024, filed 4 Feb 2025.