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Financial Perspectives’s AtriCure ATRC Stock Holding History

Financial Perspectives’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
2021
Q1 		– Sell
-120
Closed -$6.7K – 626
2020
Q4 		$6.7K Hold
120
– – ﹤0.01% 444
2020
Q3 		$4.8K Hold
120
– – ﹤0.01% 426
2020
Q2 		$5.41K Buy
+120
New +$5.22K ﹤0.01% 405

Other funds holding ATRC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Perspectives's ATRC Position: Q1 2021 in Review

Financial Perspectives sold out of AtriCure (ATRC) in Q1 2021, closing a stake of 120 shares — an estimated $6.7K sold.

Financial Perspectives first reported a position in ATRC in Q2 2020 and held it in 3 quarters. The position peaked at $6.7K in Q4 2020. 191 funds tracked by Wall St. Rank hold ATRC as of Q1 2021.

  • Financial Perspectives reported no remaining AtriCure position as of Q1 2021 after selling out during the quarter.
  • Financial Perspectives sold 120 AtriCure shares in Q1 2021, an estimated $6.7K.
  • Financial Perspectives first reported a position in AtriCure in Q2 2020 and held it in 3 quarters.
  • Financial Perspectives's AtriCure position peaked at $6.7K in Q4 2020.
  • 191 funds tracked by Wall St. Rank held AtriCure as of Q1 2021.

Based on Financial Perspectives's 13F filing for Q1 2021, filed 10 Jan 2024.