Halpern Financial’s AtriCure ATRC Stock Holding History

Halpern Financial’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 Q3	–	Sell	-29	Closed	-$1.19K	–	224
2022 Q2	$1.19K	Buy	+29	New	+$1.37K	﹤0.01%	282

Other funds holding ATRC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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 Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Halpern Financial's ATRC Position: Q3 2022 in Review

Halpern Financial sold out of AtriCure (ATRC) in Q3 2022, closing a stake of 29 shares — an estimated $1.19K sold.

Halpern Financial first reported a position in ATRC in Q2 2022 and held it in 1 quarter. The position peaked at $1.19K in Q2 2022. 214 funds tracked by Wall St. Rank hold ATRC as of Q3 2022.

Halpern Financial reported no remaining AtriCure position as of Q3 2022 after selling out during the quarter.
Halpern Financial sold 29 AtriCure shares in Q3 2022, an estimated $1.19K.
Halpern Financial first reported a position in AtriCure in Q2 2022 and held it in 1 quarter.
Halpern Financial's AtriCure position peaked at $1.19K in Q2 2022.
214 funds tracked by Wall St. Rank held AtriCure as of Q3 2022.

Based on Halpern Financial's 13F filing for Q3 2022, filed 21 Sep 2023.