HIA
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Harbor Investment Advisory’s AtriCure ATRC Stock Holding History

Harbor Investment Advisory’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
2026
Q2 		$39.9K Buy
+1,426
New +$40.1K ﹤0.01% 801
2023
Q3 		– Sell
-1,337
Closed -$66K – 1199
2023
Q2 		$66K Buy
1,337
+161
+14% +$7.42K 0.01% 626
2023
Q1 		$48.7K Hold
1,176
– – 0.01% 711
2022
Q4 		$52.2K Hold
1,176
– – 0.01% 684
2022
Q3 		$46K Hold
1,176
– – 0.01% 715
2022
Q2 		$48K Buy
1,176
+229
+24% +$10.8K 0.01% 710
2022
Q1 		$62K Hold
947
– – 0.01% 683
2021
Q4 		$66K Hold
947
– – 0.01% 660
2021
Q3 		$66K Buy
947
+90
+11% +$6.93K 0.01% 645
2021
Q2 		$68K Buy
857
+211
+33% +$15.3K 0.01% 618
2021
Q1 		$42K Buy
646
+239
+59% +$14.7K 0.01% 717
2020
Q4 		$23K Buy
+407
New +$17.6K ﹤0.01% 799

Other funds holding ATRC

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
FBT
First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return