Evoke Wealth’s AtriCure ATRC Stock Holding History

Evoke Wealth’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 Q4	–	Sell	-250	Closed	-$10K	–	417
2022 Q3	$10K	Hold	250	–	–	﹤0.01%	746
2022 Q2	$10K	Hold	250	–	–	﹤0.01%	764
2022 Q1	$16K	Hold	250	–	–	﹤0.01%	688
2021 Q4	$17K	Hold	250	–	–	﹤0.01%	700
2021 Q3	$17K	Hold	250	–	–	﹤0.01%	658
2021 Q2	$20K	Hold	250	–	–	﹤0.01%	656
2021 Q1	$16K	Hold	250	–	–	﹤0.01%	622
2020 Q4	$14K	Hold	250	–	–	﹤0.01%	532
2020 Q3	$10K	Hold	250	–	–	﹤0.01%	555
2020 Q2	$11K	Hold	250	–	–	﹤0.01%	534
2020 Q1	$8.4K	Hold	250	–	–	﹤0.01%	529
2019 Q4	$8.13K	Hold	250	–	–	﹤0.01%	800
2019 Q3	$6.24K	Buy	+250	New	+$7.14K	﹤0.01%	946

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

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Evoke Wealth's ATRC Position: Q4 2022 in Review

Evoke Wealth sold out of AtriCure (ATRC) in Q4 2022, closing a stake of 250 shares — an estimated $10K sold.

Evoke Wealth first reported a position in ATRC in Q3 2019 and held it in 13 quarters. The position peaked at $20K in Q2 2021. 211 funds tracked by Wall St. Rank hold ATRC as of Q4 2022.

Evoke Wealth reported no remaining AtriCure position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 250 AtriCure shares in Q4 2022, an estimated $10K.
Evoke Wealth first reported a position in AtriCure in Q3 2019 and held it in 13 quarters.
Evoke Wealth's AtriCure position peaked at $20K in Q2 2021.
211 funds tracked by Wall St. Rank held AtriCure as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.