GI
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Gradient Investments’s AtriCure ATRC Stock Holding History

Gradient Investments’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
2024
Q1 		– Sell
-12
Closed -$428 – 1280
2023
Q4 		$428 Hold
12
– – ﹤0.01% 1632
2023
Q3 		$526 Hold
12
– – ﹤0.01% 1543
2023
Q2 		$592 Buy
+12
New +$553 ﹤0.01% 1505

Other funds holding ATRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Gradient Investments's ATRC Position: Q1 2024 in Review

Gradient Investments sold out of AtriCure (ATRC) in Q1 2024, closing a stake of 12 shares — an estimated $428 sold.

Gradient Investments first reported a position in ATRC in Q2 2023 and held it in 3 quarters. The position peaked at $592 in Q2 2023. 224 funds tracked by Wall St. Rank hold ATRC as of Q1 2024.

  • Gradient Investments reported no remaining AtriCure position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 12 AtriCure shares in Q1 2024, an estimated $428.
  • Gradient Investments first reported a position in AtriCure in Q2 2023 and held it in 3 quarters.
  • Gradient Investments's AtriCure position peaked at $592 in Q2 2023.
  • 224 funds tracked by Wall St. Rank held AtriCure as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.