Disciplined Investments’s AtriCure ATRC Stock Holding History

Disciplined Investments’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	-1	Closed	-$49	–	217
2023 Q2	$49	Hold	1	–	–	﹤0.01%	1661
2023 Q1	$41	Sell	1 -2	-67%	-$83	﹤0.01%	1645
2022 Q4	$133	Hold	3	–	–	﹤0.01%	1502
2022 Q3	$0	Hold	3	–	–	﹤0.01%	1222
2022 Q2	$0	Buy	3 +1	+50%	+$47	﹤0.01%	1255
2022 Q1	$0	Buy	+2	New	+$130	﹤0.01%	1330

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

Disciplined Investments's ATRC Position: Q3 2023 in Review

Disciplined Investments sold out of AtriCure (ATRC) in Q3 2023, closing a stake of 1 share — an estimated $49 sold.

Disciplined Investments first reported a position in ATRC in Q1 2022 and held it in 6 quarters. The position peaked at $133 in Q4 2022. 230 funds tracked by Wall St. Rank hold ATRC as of Q3 2023.

Disciplined Investments reported no remaining AtriCure position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 1 AtriCure share in Q3 2023, an estimated $49.
Disciplined Investments first reported a position in AtriCure in Q1 2022 and held it in 6 quarters.
Disciplined Investments's AtriCure position peaked at $133 in Q4 2022.
230 funds tracked by Wall St. Rank held AtriCure as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.