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Glassman Wealth Services’s AtriCure ATRC Stock Holding History

Glassman Wealth Services’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
Q2 		– Sell
-2
Closed – – 1664
2022
Q1 		$0 Hold
2
– – ﹤0.01% 1633
2021
Q4 		$0 Hold
2
– – ﹤0.01% 1631
2021
Q3 		$0 Hold
2
– – ﹤0.01% 1581
2021
Q2 		$0 Buy
+2
New +$145 ﹤0.01% 1447

Other funds holding ATRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 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
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Glassman Wealth Services's ATRC Position: Q2 2022 in Review

Glassman Wealth Services sold out of AtriCure (ATRC) in Q2 2022, closing a stake of 2 shares.

Glassman Wealth Services first reported a position in ATRC in Q2 2021 and held it in 4 quarters. The position peaked at $0 in Q1 2022. 213 funds tracked by Wall St. Rank hold ATRC as of Q2 2022.

  • Glassman Wealth Services reported no remaining AtriCure position as of Q2 2022 after selling out during the quarter.
  • Glassman Wealth Services sold 2 AtriCure shares in Q2 2022.
  • Glassman Wealth Services first reported a position in AtriCure in Q2 2021 and held it in 4 quarters.
  • Glassman Wealth Services's AtriCure position peaked at $0 in Q1 2022.
  • 213 funds tracked by Wall St. Rank held AtriCure as of Q2 2022.

Based on Glassman Wealth Services's 13F filing for Q2 2022, filed 4 Aug 2022.