FGAM
ATRC icon

Financial Gravity Asset Management’s AtriCure ATRC Stock Holding History

Financial Gravity 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
2020
Q2 		– Sell
-19
Closed -$630 – 73
2020
Q1 		$630 Buy
19
+7
+58% +$252 ﹤0.01% 521
2019
Q4 		$33K Buy
12
+2
+20% +$57 0.02% 823
2019
Q3 		$0 Buy
10
+2
+25% +$57 ﹤0.01% 1194
2019
Q2 		$0 Buy
+8
New +$234 ﹤0.01% 1234

Other funds holding ATRC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
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
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Financial Gravity Asset Management's ATRC Position: Q2 2020 in Review

Financial Gravity Asset Management sold out of AtriCure (ATRC) in Q2 2020, closing a stake of 19 shares — an estimated $630 sold.

Financial Gravity Asset Management first reported a position in ATRC in Q2 2019 and held it in 4 quarters. The position peaked at $33K in Q4 2019. 188 funds tracked by Wall St. Rank hold ATRC as of Q2 2020.

  • Financial Gravity Asset Management reported no remaining AtriCure position as of Q2 2020 after selling out during the quarter.
  • Financial Gravity Asset Management sold 19 AtriCure shares in Q2 2020, an estimated $630.
  • Financial Gravity Asset Management first reported a position in AtriCure in Q2 2019 and held it in 4 quarters.
  • Financial Gravity Asset Management's AtriCure position peaked at $33K in Q4 2019.
  • 188 funds tracked by Wall St. Rank held AtriCure as of Q2 2020.

Based on Financial Gravity Asset Management's 13F filing for Q2 2020, filed 13 Aug 2020.