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
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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $999B AUM 46.22% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TA
Tamarack Advisers Carlsbad, California $2.12M AUM 58.09% 1-Year Est. Return

Financial Gravity Asset Management's ATRC Position: Q4 2019 in Review

Financial Gravity Asset Management increased its AtriCure (ATRC) stake by 20% in Q4 2019, buying an estimated $57 and bringing the position to 12 shares worth $33K. The position accounts for 0.02% of the portfolio, ranked #823.

Financial Gravity Asset Management first reported a position in ATRC in Q2 2019 and has held it in 3 quarters since. 141 funds tracked by Wall St. Rank hold ATRC as of Q4 2019.

  • Financial Gravity Asset Management held 12 shares of AtriCure worth $33K as of Q4 2019.
  • Financial Gravity Asset Management bought 2 AtriCure shares in Q4 2019, an estimated $57.
  • AtriCure made up 0.02% of Financial Gravity Asset Management's portfolio in Q4 2019, its #823 holding.
  • Financial Gravity Asset Management first reported a position in AtriCure in Q2 2019 and has held it in 3 quarters since.
  • 141 funds tracked by Wall St. Rank held AtriCure as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.